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 | $84,163 | $84,233-0.1% | $170,442-50.6% | $70,131+20.0% |
| Participation rate | 89.2% | 70.8%+18.4pp | 83.6%+5.6pp | 69.5%+19.6pp |
| Annual return | 23.26% | 23.06%+0.2pp | 205.93%-182.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $5,128 | $3,387+51.4% | $5,433-5.6% | $2,342+118.9% |
| Participant deferral / active EE | $2,934 | $3,086-4.9% | $4,939-40.6% | $3,332-11.9% |
| Admin fee / account holder | $1,537 | $5,698-73.0% | $13,880-88.9% | $4,645-66.9% |