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 | $85,848 | $96,484-11.0% | $75,886+13.1% | $152,861-43.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 19.91% | 33.98%-14.1pp | 30.76%-10.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,838 | $3,309-14.2% | $2,500+13.5% | $4,762-40.4% |
| Participant deferral / active EE | $14,369 | $4,553+215.6% | $3,603+298.8% | $5,850+145.6% |
| Admin fee / account holder | $11,618 | $8,078+43.8% | $5,418+114.4% | $11,596+0.2% |