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 | $83,922 | $85,766-2.1% | $136,294-38.4% | $70,131+19.7% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 16.21% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,892 | $2,966-2.5% | $4,695-38.4% | $2,342+23.5% |
| Participant deferral / active EE | $9,619 | $5,051+90.4% | $6,247+54.0% | $3,332+188.7% |
| Admin fee / account holder | $14,635 | $5,420+170.0% | $9,243+58.3% | $4,645+215.1% |