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 | $94,205 | $87,013+8.3% | $106,213-11.3% | $80,856+16.5% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.6%+17.0pp |
| Annual return | 14.21% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,281 | $2,395+78.7% | $3,171+35.0% | $2,755+55.4% |
| Participant deferral / active EE | $7,463 | $3,986+87.2% | $5,016+48.8% | $4,296+73.7% |
| Admin fee / account holder | $7,601 | $8,431-9.8% | $11,033-31.1% | $6,918+9.9% |