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 | $77,021 | $57,354+34.3% | $83,848-8.1% | $64,186+20.0% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.8pp | 69.6%+28.3pp |
| Annual return | 6.18% | 11.38%-5.2pp | 850.88%-844.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $8,004 | $2,545+214.5% | $3,631+120.4% | $2,381+236.2% |
| Participant deferral / active EE | $4,606 | $2,993+53.9% | $4,082+12.8% | $3,470+32.8% |
| Admin fee / account holder | $1,646 | $4,046-59.3% | $5,478-69.9% | $4,888-66.3% |