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 | $95,784 | $81,208+17.9% | $98,907-3.2% | $79,858+19.9% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 69.6%+26.8pp |
| Annual return | 16.08% | 60.99%-44.9pp | 196.43%-180.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,774 | $1,960+41.5% | $2,689+3.2% | $2,471+12.3% |
| Participant deferral / active EE | $2,826 | $3,265-13.4% | $4,244-33.4% | $3,740-24.4% |
| Admin fee / account holder | $4,512 | $6,013-25.0% | $6,642-32.1% | $5,306-15.0% |