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 | $87,864 | $91,552-4.0% | $133,956-34.4% | $79,858+10.0% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 23.65% | 61.85%-38.2pp | 45.09%-21.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $3,102 | $2,384+30.1% | $3,919-20.8% | $2,471+25.5% |
| Participant deferral / active EE | $7,378 | $3,733+97.6% | $5,048+46.2% | $3,740+97.3% |
| Admin fee / account holder | $924 | $6,321-85.4% | $8,927-89.7% | $5,306-82.6% |