See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,971 | $52,279+26.2% | $89,391-26.2% | $79,858-17.4% |
| Participation rate | 95.2% | 57.5%+37.7pp | 68.0%+27.3pp | 69.6%+25.6pp |
| Annual return | 36.87% | 22.16%+14.7pp | 245.62%-208.7pp | 31.71%+5.2pp |
| Employer contribution / active EE | $2,046 | $1,572+30.2% | $2,586-20.9% | $2,471-17.2% |
| Participant deferral / active EE | $4,733 | $2,740+72.7% | $3,890+21.7% | $3,740+26.5% |
| Admin fee / account holder | $449 | $3,356-86.6% | $4,881-90.8% | $5,306-91.5% |