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 | $74,632 | $109,359-31.8% | $162,163-54.0% | $72,985+2.3% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 26.49% | 25.46%+1.0pp | 115.59%-89.1pp | 81.00%-54.5pp |
| Employer contribution / active EE | $8,731 | $3,907+123.5% | $5,614+55.5% | $2,440+257.9% |
| Participant deferral / active EE | $8,779 | $5,481+60.2% | $7,298+20.3% | $3,607+143.4% |
| Admin fee / account holder | $320 | $7,972-96.0% | $10,843-97.0% | $5,124-93.8% |