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 | $82,356 | $87,841-6.2% | $133,980-38.5% | $62,891+31.0% |
| Participation rate | 97.3% | 83.4%+13.9pp | 87.1%+10.2pp | 69.3%+28.0pp |
| Annual return | 14.00% | 12.05%+1.9pp | 29.30%-15.3pp | 20.14%-6.1pp |
| Employer contribution / active EE | $14,350 | $3,483+312.0% | $5,211+175.3% | $2,281+529.1% |
| Participant deferral / active EE | $17,107 | $4,812+255.5% | $6,282+172.3% | $3,203+434.1% |
| Admin fee / account holder | $8,791 | $5,371+63.7% | $9,324-5.7% | $4,296+104.6% |