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 | $85,080 | $78,422+8.5% | $95,952-11.3% | $79,858+6.5% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 19.03% | 19.37%-0.3pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,553 | $1,945+82.7% | $2,541+39.8% | $2,471+43.8% |
| Participant deferral / active EE | $4,415 | $3,440+28.3% | $4,167+5.9% | $3,740+18.0% |
| Admin fee / account holder | $1,518 | $5,622-73.0% | $6,795-77.7% | $5,306-71.4% |