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 | $82,908 | $79,944+3.7% | $98,439-15.8% | $75,163+10.3% |
| Participation rate | 91.2% | 70.4%+20.8pp | 75.2%+16.0pp | 67.2%+24.0pp |
| Annual return | 18.57% | 19.75%-1.2pp | 21.16%-2.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $7,533 | $2,264+232.8% | $3,048+147.2% | $2,670+182.2% |
| Participant deferral / active EE | $13,103 | $3,752+249.2% | $4,738+176.6% | $4,125+217.6% |
| Admin fee / account holder | $15,734 | $6,840+130.0% | $8,948+75.9% | $5,651+178.4% |