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 | $78,112 | $71,050+9.9% | $93,606-16.6% | $80,856-3.4% |
| Participation rate | 73.7% | 60.4%+13.3pp | 68.7%+5.0pp | 67.6%+6.0pp |
| Annual return | 15.78% | 11.26%+4.5pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,457 | $1,564+57.1% | $2,420+1.5% | $2,755-10.8% |
| Participant deferral / active EE | $5,541 | $4,034+37.4% | $4,411+25.6% | $4,296+29.0% |
| Admin fee / account holder | $9,202 | $6,945+32.5% | $8,285+11.1% | $6,918+33.0% |