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 | $69,499 | $78,422-11.4% | $95,952-27.6% | $79,858-13.0% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 14.21% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,114 | $1,945-42.7% | $2,541-56.2% | $2,471-54.9% |
| Participant deferral / active EE | $2,920 | $3,440-15.1% | $4,167-29.9% | $3,740-21.9% |
| Admin fee / account holder | $6,067 | $5,622+7.9% | $6,795-10.7% | $5,306+14.3% |