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 | $97,860 | $80,717+21.2% | $154,803-36.8% | $84,808+15.4% |
| Participation rate | 89.5% | 66.8%+22.7pp | 78.1%+11.4pp | 68.3%+21.2pp |
| Annual return | 18.45% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $9,384 | $2,761+239.8% | $4,305+118.0% | $2,631+256.7% |
| Participant deferral / active EE | $2,013 | $3,303-39.1% | $5,540-63.7% | $4,212-52.2% |
| Admin fee / account holder | $8,431 | $6,746+25.0% | $14,329-41.2% | $7,344+14.8% |