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 | $87,706 | $64,348+36.3% | $90,160-2.7% | $70,131+25.1% |
| Participation rate | 97.6% | 70.4%+27.2pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 18.69% | 28.13%-9.4pp | 34.88%-16.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,349 | $2,046+14.8% | $3,318-29.2% | $2,342+0.3% |
| Participant deferral / active EE | $11,135 | $4,389+153.7% | $5,288+110.6% | $3,332+234.2% |
| Admin fee / account holder | $1,724 | $3,944-56.3% | $5,943-71.0% | $4,645-62.9% |