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 | $98,831 | $93,571+5.6% | $135,903-27.3% | $75,163+31.5% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 15.60% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,797 | $3,537+63.9% | $4,856+19.4% | $2,670+117.1% |
| Participant deferral / active EE | $7,386 | $6,404+15.3% | $7,758-4.8% | $4,125+79.1% |
| Admin fee / account holder | $20,065 | $6,975+187.7% | $10,762+86.4% | $5,651+255.1% |