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 | $93,724 | $81,632+14.8% | $70,449+33.0% | $158,922-41.0% |
| Participation rate | 93.8% | 77.7%+16.0pp | 75.1%+18.7pp | 82.0%+11.8pp |
| Annual return | 6.41% | 208.40%-202.0pp | 109.03%-102.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $5,618 | $3,217+74.6% | $2,737+105.3% | $4,761+18.0% |
| Participant deferral / active EE | $6,488 | $4,554+42.5% | $3,709+74.9% | $5,982+8.5% |
| Admin fee / account holder | $6,455 | $6,193+4.2% | $3,845+67.9% | $11,246-42.6% |