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 | $111,873 | $109,881+1.8% | $150,045-25.4% | $84,808+31.9% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.30% | 28.25%-13.9pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,344 | $3,561+78.1% | $4,693+35.2% | $2,631+141.1% |
| Participant deferral / active EE | $3,974 | $6,636-40.1% | $7,997-50.3% | $4,212-5.6% |
| Admin fee / account holder | $11,123 | $8,568+29.8% | $13,435-17.2% | $7,344+51.5% |