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 | $74,231 | $65,365+13.6% | $92,893-20.1% | $72,985+1.7% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 22.59% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $7,940 | $2,594+206.1% | $3,653+117.4% | $2,440+225.4% |
| Participant deferral / active EE | $2,004 | $3,128-36.0% | $4,236-52.7% | $3,607-44.5% |
| Admin fee / account holder | $10,947 | $4,251+157.5% | $5,794+88.9% | $5,124+113.6% |