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 | $106,585 | $85,202+25.1% | $172,739-38.3% | $72,985+46.0% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.6%+5.9pp | 69.5%+19.1pp |
| Annual return | 22.03% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $4,340 | $3,324+30.6% | $5,143-15.6% | $2,440+77.9% |
| Participant deferral / active EE | $4,806 | $3,260+47.4% | $5,198-7.5% | $3,607+33.2% |
| Admin fee / account holder | $11,338 | $5,884+92.7% | $13,954-18.7% | $5,124+121.3% |