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 | $91,571 | $91,5520% | $133,956-31.6% | $79,858+14.7% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 11.10% | 61.85%-50.7pp | 45.09%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $6,332 | $2,384+165.6% | $3,919+61.6% | $2,471+156.3% |
| Participant deferral / active EE | $5,452 | $3,733+46.0% | $5,048+8.0% | $3,740+45.8% |
| Admin fee / account holder | $3,677 | $6,321-41.8% | $8,927-58.8% | $5,306-30.7% |