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 | $84,481 | $64,348+31.3% | $90,160-6.3% | $70,131+20.5% |
| Participation rate | 94.6% | 70.4%+24.2pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 16.90% | 28.13%-11.2pp | 34.88%-18.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $4,905 | $2,046+139.8% | $3,318+47.8% | $2,342+109.4% |
| Participant deferral / active EE | $3,202 | $4,389-27.0% | $5,288-39.4% | $3,332-3.9% |
| Admin fee / account holder | $3,927 | $3,944-0.4% | $5,943-33.9% | $4,645-15.5% |