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 | $102,661 | $98,750+4.0% | $149,696-31.4% | $79,858+28.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 31.79% | 27.43%+4.4pp | 276.60%-244.8pp | 31.71%+0.1pp |
| Employer contribution / active EE | $5,682 | $3,216+76.7% | $4,644+22.3% | $2,471+130.0% |
| Participant deferral / active EE | $15,169 | $5,680+167.0% | $6,842+121.7% | $3,740+305.6% |
| Admin fee / account holder | $4,742 | $6,053-21.6% | $9,309-49.1% | $5,306-10.6% |