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 | $60,343 | $79,449-24.0% | $189,557-68.2% | $85,850-29.7% |
| Participation rate | 97.1% | 66.0%+31.2pp | 78.4%+18.7pp | 69.3%+27.8pp |
| Annual return | 18.79% | 18.45%+0.3pp | 64.17%-45.4pp | 318.53%-299.7pp |
| Employer contribution / active EE | $4,808 | $2,081+131.0% | $4,412+9.0% | $2,565+87.4% |
| Participant deferral / active EE | $8,925 | $4,051+120.3% | $6,174+44.6% | $3,952+125.8% |
| Admin fee / account holder | $2,117 | $5,377-60.6% | $9,807-78.4% | $6,260-66.2% |