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 | $72,372 | $79,944-9.5% | $98,439-26.5% | $75,163-3.7% |
| Participation rate | 90.2% | 70.4%+19.8pp | 75.2%+15.0pp | 67.2%+23.0pp |
| Annual return | 20.84% | 19.75%+1.1pp | 21.16%-0.3pp | 160.62%-139.8pp |
| Employer contribution / active EE | $9,495 | $2,264+319.4% | $3,048+211.5% | $2,670+255.6% |
| Participant deferral / active EE | $17,391 | $3,752+363.5% | $4,738+267.1% | $4,125+321.6% |
| Admin fee / account holder | $5,625 | $6,840-17.8% | $8,948-37.1% | $5,651-0.5% |