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 | $62,185 | $93,571-33.5% | $135,903-54.2% | $75,163-17.3% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 26.66% | 30.90%-4.2pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $7,415 | $3,537+109.7% | $4,856+52.7% | $2,670+177.8% |
| Participant deferral / active EE | $11,280 | $6,404+76.1% | $7,758+45.4% | $4,125+173.5% |
| Admin fee / account holder | $2,608 | $6,975-62.6% | $10,762-75.8% | $5,651-53.9% |