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 | $130,424 | $106,749+22.2% | $145,433-10.3% | $82,448+58.2% |
| Participation rate | 77.1% | 75.6%+1.4pp | 82.1%-5.0pp | 68.1%+9.0pp |
| Annual return | 27.11% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.5pp |
| Employer contribution / active EE | $10,709 | $3,444+210.9% | $4,554+135.1% | $2,551+319.8% |
| Participant deferral / active EE | $13,975 | $6,519+114.4% | $7,897+77.0% | $4,139+237.6% |
| Admin fee / account holder | $17,996 | $8,390+114.5% | $13,129+37.1% | $7,234+148.8% |