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 | $94,817 | $65,365+45.1% | $92,893+2.1% | $72,985+29.9% |
| Participation rate | 82.4% | 68.3%+14.0pp | 76.0%+6.3pp | 69.5%+12.9pp |
| Annual return | 22.81% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $11,163 | $2,594+330.3% | $3,653+205.6% | $2,440+357.5% |
| Participant deferral / active EE | $1,640 | $3,128-47.6% | $4,236-61.3% | $3,607-54.5% |
| Admin fee / account holder | $4,766 | $4,251+12.1% | $5,794-17.7% | $5,124-7.0% |