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 8-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 | $96,037 | $73,933+29.9% | $96,683-0.7% | $75,163+27.8% |
| Participation rate | 84.8% | 66.4%+18.4pp | 74.3%+10.4pp | 67.2%+17.6pp |
| Annual return | 25.75% | 26.70%-1.0pp | 35.69%-9.9pp | 160.62%-134.9pp |
| Employer contribution / active EE | $9,318 | $2,928+218.3% | $3,737+149.4% | $2,670+249.0% |
| Participant deferral / active EE | $6,861 | $3,659+87.5% | $4,878+40.7% | $4,125+66.3% |
| Admin fee / account holder | $1,418 | $5,216-72.8% | $6,730-78.9% | $5,651-74.9% |