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 | $88,789 | $84,233+5.4% | $170,442-47.9% | $70,131+26.6% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 22.22% | 23.06%-0.8pp | 205.93%-183.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $3,881 | $3,387+14.6% | $5,433-28.6% | $2,342+65.7% |
| Participant deferral / active EE | $8,115 | $3,086+163.0% | $4,939+64.3% | $3,332+143.6% |
| Admin fee / account holder | $13,778 | $5,698+141.8% | $13,880-0.7% | $4,645+196.6% |