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 | $102,058 | $89,355+14.2% | $141,162-27.7% | $72,985+39.8% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 23.46% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,578 | $3,114-17.2% | $4,735-45.6% | $2,440+5.7% |
| Participant deferral / active EE | $7,161 | $5,418+32.2% | $6,709+6.7% | $3,607+98.5% |
| Admin fee / account holder | $6,439 | $5,958+8.1% | $10,261-37.2% | $5,124+25.7% |