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 | $92,137 | $101,724-9.4% | $164,813-44.1% | $80,856+14.0% |
| Participation rate | 87.8% | 71.8%+16.0pp | 78.6%+9.2pp | 67.6%+20.2pp |
| Annual return | 15.85% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $7,837 | $2,953+165.4% | $4,341+80.5% | $2,755+184.5% |
| Participant deferral / active EE | $12,585 | $4,477+181.1% | $6,031+108.7% | $4,296+193.0% |
| Admin fee / account holder | $18,148 | $8,227+120.6% | $12,690+43.0% | $6,918+162.3% |