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 | $94,092 | $87,013+8.1% | $106,213-11.4% | $80,856+16.4% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.6%+28.4pp |
| Annual return | 12.84% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,946 | $2,395+64.8% | $3,171+24.4% | $2,755+43.2% |
| Participant deferral / active EE | $8,264 | $3,986+107.3% | $5,016+64.8% | $4,296+92.4% |
| Admin fee / account holder | $8,005 | $8,431-5.1% | $11,033-27.4% | $6,918+15.7% |