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 | $68,989 | $53,127+29.9% | $86,590-20.3% | $70,131-1.6% |
| Participation rate | 92.5% | 65.3%+27.2pp | 73.5%+19.0pp | 69.5%+23.0pp |
| Annual return | 17.02% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,515 | $2,068+70.0% | $2,839+23.8% | $2,342+50.1% |
| Participant deferral / active EE | $6,155 | $2,696+128.3% | $3,609+70.6% | $3,332+84.8% |
| Admin fee / account holder | $1,874 | $3,585-47.7% | $4,906-61.8% | $4,645-59.7% |