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 | $108,435 | $101,883+6.4% | $453,369-76.1% | $85,850+26.3% |
| Participation rate | 84.7% | 72.3%+12.5pp | 78.0%+6.7pp | 69.3%+15.4pp |
| Annual return | 23.88% | 25.38%-1.5pp | 64.40%-40.5pp | 318.53%-294.6pp |
| Employer contribution / active EE | $10,546 | $2,847+270.4% | $4,070+159.1% | $2,565+311.1% |
| Participant deferral / active EE | $12,238 | $4,782+155.9% | $6,209+97.1% | $3,952+209.7% |
| Admin fee / account holder | $6,675 | $5,706+17.0% | $11,209-40.5% | $6,260+6.6% |