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 | $98,866 | $78,672+25.7% | $109,143-9.4% | $85,850+15.2% |
| Participation rate | 74.1% | 68.3%+5.9pp | 75.9%-1.7pp | 69.3%+4.8pp |
| Annual return | 11.70% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $13,127 | $2,735+380.0% | $3,722+252.7% | $2,565+411.8% |
| Participant deferral / active EE | $3,224 | $3,467-7.0% | $4,653-30.7% | $3,952-18.4% |
| Admin fee / account holder | $8,005 | $5,469+46.4% | $6,752+18.6% | $6,260+27.9% |