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 | $126,526 | $81,248+55.7% | $155,509-18.6% | $80,856+56.5% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 18.79% | 33.31%-14.5pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $4,443 | $3,100+43.3% | $4,672-4.9% | $2,755+61.3% |
| Participant deferral / active EE | $4,980 | $3,452+44.3% | $5,626-11.5% | $4,296+15.9% |
| Admin fee / account holder | $6,527 | $7,997-18.4% | $15,912-59.0% | $6,918-5.7% |