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 | $73,701 | $62,573+17.8% | $85,682-14.0% | $85,850-14.2% |
| Participation rate | 92.6% | 61.1%+31.5pp | 69.9%+22.7pp | 69.3%+23.3pp |
| Annual return | 23.57% | 23.77%-0.2pp | 21.49%+2.1pp | 318.53%-295.0pp |
| Employer contribution / active EE | $4,683 | $1,757+166.6% | $2,618+78.8% | $2,565+82.6% |
| Participant deferral / active EE | $8,838 | $2,802+215.4% | $3,923+125.3% | $3,952+123.6% |
| Admin fee / account holder | $3,007 | $4,640-35.2% | $6,873-56.3% | $6,260-52.0% |