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 | $174,341 | $148,978+17.0% | $200,582-13.1% | $84,808+105.6% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 19.13% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $7,350 | $4,815+52.6% | $6,419+14.5% | $2,631+179.4% |
| Participant deferral / active EE | $16,757 | $7,142+134.6% | $9,331+79.6% | $4,212+297.9% |
| Admin fee / account holder | $1,672 | $13,977-88.0% | $16,305-89.7% | $7,344-77.2% |