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 | $99,425 | $78,705+26.3% | $117,854-15.6% | $70,131+41.8% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 24.26% | 23.30%+1.0pp | 335.08%-310.8pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,622 | $2,223+17.9% | $3,786-30.7% | $2,342+12.0% |
| Participant deferral / active EE | $7,410 | $3,297+124.7% | $4,482+65.3% | $3,332+122.4% |
| Admin fee / account holder | $2,075 | $5,065-59.0% | $8,020-74.1% | $4,645-55.3% |