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 | $69,425 | $80,968-14.3% | $96,544-28.1% | $75,163-7.6% |
| Participation rate | 98.2% | 71.8%+26.4pp | 76.0%+22.3pp | 67.2%+31.0pp |
| Annual return | 19.67% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,164 | $2,282+126.3% | $2,965+74.2% | $2,670+93.4% |
| Participant deferral / active EE | $8,435 | $3,928+114.7% | $4,851+73.9% | $4,125+104.5% |
| Admin fee / account holder | $11,511 | $6,724+71.2% | $8,252+39.5% | $5,651+103.7% |