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 | $71,434 | $125,758-43.2% | $169,993-58.0% | $75,163-5.0% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 19.34% | 27.20%-7.9pp | 53.37%-34.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,036 | $4,615+52.5% | $6,785+3.7% | $2,670+163.5% |
| Participant deferral / active EE | $11,229 | $6,837+64.2% | $10,408+7.9% | $4,125+172.2% |
| Admin fee / account holder | $5,983 | $8,173-26.8% | $12,815-53.3% | $5,651+5.9% |