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 | $103,183 | $89,355+15.5% | $141,162-26.9% | $72,985+41.4% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 21.31% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,787 | $3,114+85.8% | $4,735+22.2% | $2,440+137.2% |
| Participant deferral / active EE | $10,929 | $5,418+101.7% | $6,709+62.9% | $3,607+203.0% |
| Admin fee / account holder | $1,749 | $5,958-70.6% | $10,261-83.0% | $5,124-65.9% |