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 | $89,958 | $77,503+16.1% | $100,391-10.4% | $80,856+11.3% |
| Participation rate | 96.0% | 76.9%+19.1pp | 81.5%+14.5pp | 67.6%+28.4pp |
| Annual return | 19.56% | 37.20%-17.6pp | 49.20%-29.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $7,080 | $2,801+152.8% | $3,942+79.6% | $2,755+157.0% |
| Participant deferral / active EE | $13,964 | $6,820+104.8% | $8,082+72.8% | $4,296+225.1% |
| Admin fee / account holder | $1,420 | $5,897-75.9% | $7,899-82.0% | $6,918-79.5% |