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 | $88,032 | $78,672+11.9% | $109,143-19.3% | $85,850+2.5% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 11.81% | 25.09%-13.3pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $15,976 | $2,735+484.2% | $3,722+329.2% | $2,565+522.8% |
| Participant deferral / active EE | $1,525 | $3,467-56.0% | $4,653-67.2% | $3,952-61.4% |
| Admin fee / account holder | $26,211 | $5,469+379.2% | $6,752+288.2% | $6,260+318.7% |