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 | $108,281 | $78,520+37.9% | $96,576+12.1% | $82,448+31.3% |
| Participation rate | 96.0% | 77.7%+18.3pp | 81.4%+14.6pp | 68.1%+27.9pp |
| Annual return | 19.32% | 41.30%-22.0pp | 38.47%-19.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $5,032 | $2,630+91.4% | $3,553+41.6% | $2,551+97.2% |
| Participant deferral / active EE | $7,488 | $6,754+10.9% | $7,956-5.9% | $4,139+80.9% |
| Admin fee / account holder | $1,752 | $13,455-87.0% | $11,381-84.6% | $7,234-75.8% |