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 | $99,740 | $80,717+23.6% | $154,803-35.6% | $84,808+17.6% |
| Participation rate | 73.7% | 66.8%+6.9pp | 78.1%-4.4pp | 68.3%+5.4pp |
| Annual return | 28.07% | 37.96%-9.9pp | 58.88%-30.8pp | 40.90%-12.8pp |
| Employer contribution / active EE | $5,004 | $2,761+81.2% | $4,305+16.2% | $2,631+90.2% |
| Participant deferral / active EE | $8,424 | $3,303+155.0% | $5,540+52.0% | $4,212+100.0% |
| Admin fee / account holder | $372 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |