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 | $84,643 | $78,705+7.5% | $117,854-28.2% | $70,131+20.7% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 18.64% | 23.30%-4.7pp | 335.08%-316.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $6,270 | $2,223+182.0% | $3,786+65.6% | $2,342+167.7% |
| Participant deferral / active EE | $4,286 | $3,297+30.0% | $4,482-4.4% | $3,332+28.6% |
| Admin fee / account holder | $828 | $5,065-83.7% | $8,020-89.7% | $4,645-82.2% |