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 | $69,266 | $63,764+8.6% | $81,930-15.5% | $79,858-13.3% |
| Participation rate | 94.3% | 67.5%+26.8pp | 72.0%+22.3pp | 69.6%+24.7pp |
| Annual return | 15.38% | 22.66%-7.3pp | 29.49%-14.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,693 | $1,795+161.4% | $4,310+8.9% | $2,471+89.9% |
| Participant deferral / active EE | $3,589 | $2,780+29.1% | $7,107-49.5% | $3,740-4.0% |
| Admin fee / account holder | $10,880 | $4,426+145.8% | $5,158+110.9% | $5,306+105.0% |