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 | $89,942 | $58,627+53.4% | $76,735+17.2% | $82,448+9.1% |
| Participation rate | 97.0% | 63.2%+33.8pp | 69.5%+27.5pp | 68.1%+28.9pp |
| Annual return | 13.60% | 39.10%-25.5pp | 29.77%-16.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $4,439 | $1,729+156.7% | $2,454+80.9% | $2,551+74.0% |
| Participant deferral / active EE | $9,526 | $3,134+204.0% | $4,088+133.0% | $4,139+130.1% |
| Admin fee / account holder | $554 | $5,323-89.6% | $7,189-92.3% | $7,234-92.3% |