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 | $94,302 | $98,750-4.5% | $149,696-37.0% | $79,858+18.1% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 18.64% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,814 | $3,216+18.6% | $4,644-17.9% | $2,471+54.4% |
| Participant deferral / active EE | $10,122 | $5,680+78.2% | $6,842+47.9% | $3,740+170.6% |
| Admin fee / account holder | $10,831 | $6,053+78.9% | $9,309+16.3% | $5,306+104.1% |