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 | $74,326 | $65,365+13.7% | $92,893-20.0% | $72,985+1.8% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 24.41% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,113 | $2,594-18.5% | $3,653-42.1% | $2,440-13.4% |
| Participant deferral / active EE | $4,907 | $3,128+56.8% | $4,236+15.8% | $3,607+36.0% |
| Admin fee / account holder | $8,321 | $4,251+95.7% | $5,794+43.6% | $5,124+62.4% |