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 | $70,265 | $77,899-9.8% | $149,673-53.1% | $75,163-6.5% |
| Participation rate | 84.3% | 65.6%+18.7pp | 78.8%+5.5pp | 67.2%+17.1pp |
| Annual return | 25.95% | 31.72%-5.8pp | 134.42%-108.5pp | 160.62%-134.7pp |
| Employer contribution / active EE | $7,014 | $3,137+123.6% | $4,818+45.6% | $2,670+162.7% |
| Participant deferral / active EE | $3,142 | $3,411-7.9% | $5,680-44.7% | $4,125-23.8% |
| Admin fee / account holder | $772 | $5,956-87.0% | $13,210-94.2% | $5,651-86.3% |