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 | $77,163 | $72,012+7.2% | $185,823-58.5% | $79,858-3.4% |
| Participation rate | 95.2% | 65.8%+29.5pp | 78.0%+17.2pp | 69.6%+25.6pp |
| Annual return | 21.56% | 23.12%-1.6pp | 35.95%-14.4pp | 31.71%-10.2pp |
| Employer contribution / active EE | $4,221 | $1,965+114.9% | $4,087+3.3% | $2,471+70.8% |
| Participant deferral / active EE | $5,647 | $3,779+49.4% | $5,632+0.3% | $3,740+51.0% |
| Admin fee / account holder | $575 | $4,513-87.3% | $9,500-93.9% | $5,306-89.2% |