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 | $112,381 | $51,576+117.9% | $129,207-13.0% | $80,856+39.0% |
| Participation rate | 92.6% | 57.0%+35.6pp | 69.6%+23.0pp | 67.6%+25.0pp |
| Annual return | 20.82% | 20.81%0pp | 9417.33%-9396.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,784 | $1,584+75.8% | $4,153-33.0% | $2,755+1.1% |
| Participant deferral / active EE | $8,027 | $2,669+200.8% | $4,168+92.6% | $4,296+86.9% |
| Admin fee / account holder | $1,552 | $4,305-64.0% | $7,715-79.9% | $6,918-77.6% |