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 | $78,140 | $87,013-10.2% | $106,213-26.4% | $80,856-3.4% |
| Participation rate | 91.9% | 70.4%+21.5pp | 75.3%+16.6pp | 67.6%+24.3pp |
| Annual return | 27.23% | 17.05%+10.2pp | 116.14%-88.9pp | 35.59%-8.4pp |
| Employer contribution / active EE | $4,124 | $2,395+72.2% | $3,171+30.0% | $2,755+49.7% |
| Participant deferral / active EE | $5,411 | $3,986+35.8% | $5,016+7.9% | $4,296+26.0% |
| Admin fee / account holder | $826 | $8,431-90.2% | $11,033-92.5% | $6,918-88.1% |