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 | $119,464 | $148,978-19.8% | $200,582-40.4% | $84,808+40.9% |
| Participation rate | 94.0% | 84.2%+9.8pp | 86.9%+7.1pp | 68.3%+25.7pp |
| Annual return | 22.38% | 28.16%-5.8pp | 42.33%-20.0pp | 40.90%-18.5pp |
| Employer contribution / active EE | $8,337 | $4,815+73.1% | $6,419+29.9% | $2,631+216.9% |
| Participant deferral / active EE | $11,614 | $7,142+62.6% | $9,331+24.5% | $4,212+175.8% |
| Admin fee / account holder | $1,744 | $13,977-87.5% | $16,305-89.3% | $7,344-76.3% |