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 | $80,883 | $89,355-9.5% | $141,162-42.7% | $72,985+10.8% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 23.99% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $4,077 | $3,114+30.9% | $4,735-13.9% | $2,440+67.1% |
| Participant deferral / active EE | $7,954 | $5,418+46.8% | $6,709+18.6% | $3,607+120.5% |
| Admin fee / account holder | $6,093 | $5,958+2.3% | $10,261-40.6% | $5,124+18.9% |