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 | $115,730 | $73,933+56.5% | $96,683+19.7% | $75,163+54.0% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 23.79% | 26.70%-2.9pp | 35.69%-11.9pp | 160.62%-136.8pp |
| Employer contribution / active EE | $5,280 | $2,928+80.3% | $3,737+41.3% | $2,670+97.8% |
| Participant deferral / active EE | $8,365 | $3,659+128.6% | $4,878+71.5% | $4,125+102.8% |
| Admin fee / account holder | $466 | $5,216-91.1% | $6,730-93.1% | $5,651-91.7% |