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 | $131,635 | $94,031+40.0% | $115,768+13.7% | $82,448+59.7% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.4%+22.0pp | 68.1%+28.4pp |
| Annual return | 19.46% | 20.61%-1.2pp | 100.46%-81.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $11,263 | $2,323+384.8% | $2,940+283.1% | $2,551+341.5% |
| Participant deferral / active EE | $8,646 | $3,972+117.7% | $4,917+75.9% | $4,139+108.9% |
| Admin fee / account holder | $350 | $10,249-96.6% | $12,439-97.2% | $7,234-95.2% |