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 | $84,759 | $72,277+17.3% | $101,248-16.3% | $79,858+6.1% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 19.70% | 22.30%-2.6pp | 46.47%-26.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $20,020 | $2,692+643.8% | $3,660+447.1% | $2,471+710.3% |
| Participant deferral / active EE | $2,279 | $3,282-30.6% | $4,370-47.9% | $3,740-39.1% |
| Admin fee / account holder | $5,154 | $4,400+17.1% | $5,945-13.3% | $5,306-2.9% |