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 | $102,033 | $51,576+97.8% | $129,207-21.0% | $80,856+26.2% |
| Participation rate | 77.1% | 57.0%+20.1pp | 69.6%+7.5pp | 67.6%+9.4pp |
| Annual return | 14.60% | 20.81%-6.2pp | 9417.33%-9402.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,647 | $1,584+130.3% | $4,153-12.2% | $2,755+32.4% |
| Participant deferral / active EE | $6,179 | $2,669+131.5% | $4,168+48.3% | $4,296+43.8% |
| Admin fee / account holder | $8,065 | $4,305+87.3% | $7,715+4.5% | $6,918+16.6% |