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 | $72,288 | $89,355-19.1% | $141,162-48.8% | $72,985-1.0% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 22.87% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,378 | $3,114+40.6% | $4,735-7.5% | $2,440+79.4% |
| Participant deferral / active EE | $10,799 | $5,418+99.3% | $6,709+61.0% | $3,607+199.4% |
| Admin fee / account holder | $3,826 | $5,958-35.8% | $10,261-62.7% | $5,124-25.3% |