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 | $68,752 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 15.29% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,849 | $2,692+43.0% | $3,660+5.2% | $2,471+55.8% |
| Participant deferral / active EE | $5,626 | $3,282+71.4% | $4,370+28.7% | $3,740+50.4% |
| Admin fee / account holder | $5,029 | $4,400+14.3% | $5,945-15.4% | $5,306-5.2% |