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 | $83,450 | $83,4770% | $125,175-33.3% | $72,985+14.3% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.3pp | 69.5%+27.6pp |
| Annual return | 23.27% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $3,859 | $2,345+64.6% | $3,865-0.2% | $2,440+58.2% |
| Participant deferral / active EE | $7,002 | $3,585+95.3% | $4,937+41.8% | $3,607+94.1% |
| Admin fee / account holder | $3,749 | $5,517-32.0% | $9,702-61.4% | $5,124-26.8% |