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 | $83,032 | $78,705+5.5% | $117,854-29.5% | $70,131+18.4% |
| Participation rate | 89.6% | 73.2%+16.4pp | 79.7%+9.9pp | 69.5%+20.0pp |
| Annual return | 20.12% | 23.30%-3.2pp | 335.08%-315.0pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,495 | $2,223+102.2% | $3,786+18.7% | $2,342+91.9% |
| Participant deferral / active EE | $7,733 | $3,297+134.5% | $4,482+72.6% | $3,332+132.1% |
| Admin fee / account holder | $5,290 | $5,065+4.4% | $8,020-34.0% | $4,645+13.9% |