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 | $103,016 | $85,766+20.1% | $136,294-24.4% | $70,131+46.9% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 15.99% | 31.45%-15.5pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,784 | $2,966-6.1% | $4,695-40.7% | $2,342+18.8% |
| Participant deferral / active EE | $6,180 | $5,051+22.3% | $6,247-1.1% | $3,332+85.5% |
| Admin fee / account holder | $10,563 | $5,420+94.9% | $9,243+14.3% | $4,645+127.4% |