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 | $81,283 | $76,552+6.2% | $123,892-34.4% | $62,891+29.2% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 14.82% | 18.68%-3.9pp | 47.52%-32.7pp | 20.14%-5.3pp |
| Employer contribution / active EE | $5,195 | $2,883+80.2% | $4,617+12.5% | $2,281+127.8% |
| Participant deferral / active EE | $9,565 | $4,840+97.6% | $5,984+59.8% | $3,203+198.6% |
| Admin fee / account holder | $1,175 | $4,826-75.6% | $8,357-85.9% | $4,296-72.6% |