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 | $108,342 | $93,571+15.8% | $135,903-20.3% | $75,163+44.1% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 18.47% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $9,071 | $3,537+156.5% | $4,856+86.8% | $2,670+239.8% |
| Participant deferral / active EE | $13,412 | $6,404+109.4% | $7,758+72.9% | $4,125+225.1% |
| Admin fee / account holder | $1,633 | $6,975-76.6% | $10,762-84.8% | $5,651-71.1% |