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 | $114,195 | $93,571+22.0% | $135,903-16.0% | $75,163+51.9% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 67.2%+22.4pp |
| Annual return | 40.93% | 30.90%+10.0pp | 68.23%-27.3pp | 160.62%-119.7pp |
| Employer contribution / active EE | $13,079 | $3,537+269.8% | $4,856+169.3% | $2,670+389.9% |
| Participant deferral / active EE | $14,360 | $6,404+124.2% | $7,758+85.1% | $4,125+248.1% |
| Admin fee / account holder | $5,651 | $6,975-19.0% | $10,762-47.5% | $5,6510% |