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 | $95,374 | $78,422+21.6% | $95,952-0.6% | $79,858+19.4% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 15.62% | 19.37%-3.7pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,890 | $1,945+48.6% | $2,541+13.8% | $2,471+17.0% |
| Participant deferral / active EE | $7,458 | $3,440+116.8% | $4,167+79.0% | $3,740+99.4% |
| Admin fee / account holder | $8,575 | $5,622+52.5% | $6,795+26.2% | $5,306+61.6% |