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 | $72,602 | $78,705-7.8% | $117,854-38.4% | $70,131+3.5% |
| Participation rate | 93.9% | 73.2%+20.7pp | 79.7%+14.3pp | 69.5%+24.4pp |
| Annual return | 16.43% | 23.30%-6.9pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $4,642 | $2,223+108.8% | $3,786+22.6% | $2,342+98.2% |
| Participant deferral / active EE | $5,127 | $3,297+55.5% | $4,482+14.4% | $3,332+53.9% |
| Admin fee / account holder | $1,850 | $5,065-63.5% | $8,020-76.9% | $4,645-60.2% |