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 | $103,932 | $64,480+61.2% | $81,382+27.7% | $80,856+28.5% |
| Participation rate | 97.2% | 63.9%+33.4pp | 69.5%+27.7pp | 67.6%+29.6pp |
| Annual return | 16.73% | 16.34%+0.4pp | 24.73%-8.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $7,735 | $1,978+291.0% | $2,463+214.1% | $2,755+180.8% |
| Participant deferral / active EE | $13,000 | $3,094+320.2% | $3,883+234.8% | $4,296+202.6% |
| Admin fee / account holder | $952 | $5,671-83.2% | $5,768-83.5% | $6,918-86.2% |