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 | $92,504 | $80,673+14.7% | $101,326-8.7% | $84,808+9.1% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 15.71% | 38.95%-23.2pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,725 | $2,698+112.2% | $3,665+56.2% | $2,631+117.6% |
| Participant deferral / active EE | $5,089 | $6,840-25.6% | $7,994-36.3% | $4,212+20.8% |
| Admin fee / account holder | $17,059 | $12,784+33.4% | $11,185+52.5% | $7,344+132.3% |