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 | $70,128 | $103,376-32.2% | $87,100-19.5% | $152,861-54.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 22.15% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $10,098 | $3,220+213.6% | $2,521+300.5% | $4,762+112.0% |
| Participant deferral / active EE | $4,139 | $4,778-13.4% | $4,049+2.2% | $5,850-29.2% |
| Admin fee / account holder | $1,279 | $12,205-89.5% | $7,497-82.9% | $11,596-89.0% |