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 | $85,828 | $61,605+39.3% | $112,229-23.5% | $75,163+14.2% |
| Participation rate | 97.7% | 61.7%+36.0pp | 72.4%+25.3pp | 67.2%+30.5pp |
| Annual return | 13.30% | 28.47%-15.2pp | 30.20%-16.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $5,058 | $2,015+151.0% | $3,430+47.5% | $2,670+89.5% |
| Participant deferral / active EE | $4,176 | $3,108+34.4% | $4,798-13.0% | $4,125+1.2% |
| Admin fee / account holder | $1,344 | $4,862-72.4% | $7,748-82.7% | $5,651-76.2% |