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 | $104,573 | $85,766+21.9% | $136,294-23.3% | $70,131+49.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 35.62% | 31.45%+4.2pp | 5155.94%-5120.3pp | 73.14%-37.5pp |
| Employer contribution / active EE | $1,370 | $2,966-53.8% | $4,695-70.8% | $2,342-41.5% |
| Participant deferral / active EE | $6,404 | $5,051+26.8% | $6,247+2.5% | $3,332+92.2% |
| Admin fee / account holder | $8,016 | $5,420+47.9% | $9,243-13.3% | $4,645+72.6% |