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 | $104,263 | $80,717+29.2% | $154,803-32.6% | $84,808+22.9% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 17.93% | 37.96%-20.0pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $8,937 | $2,761+223.7% | $4,305+107.6% | $2,631+239.7% |
| Participant deferral / active EE | $5,896 | $3,303+78.5% | $5,540+6.4% | $4,212+40.0% |
| Admin fee / account holder | $5,020 | $6,746-25.6% | $14,329-65.0% | $7,344-31.6% |