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 | $76,931 | $80,717-4.7% | $154,803-50.3% | $84,808-9.3% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.8pp | 68.3%+29.5pp |
| Annual return | 16.07% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,527 | $2,761+63.9% | $4,305+5.1% | $2,631+72.1% |
| Participant deferral / active EE | $5,709 | $3,303+72.8% | $5,540+3.0% | $4,212+35.6% |
| Admin fee / account holder | $3,751 | $6,746-44.4% | $14,329-73.8% | $7,344-48.9% |