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 | $86,725 | $78,422+10.6% | $95,952-9.6% | $79,858+8.6% |
| Participation rate | 89.1% | 73.5%+15.6pp | 77.1%+12.0pp | 69.6%+19.4pp |
| Annual return | 12.81% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,552 | $1,945-20.2% | $2,541-38.9% | $2,471-37.2% |
| Participant deferral / active EE | $3,507 | $3,440+2.0% | $4,167-15.8% | $3,740-6.2% |
| Admin fee / account holder | $13,676 | $5,622+143.3% | $6,795+101.3% | $5,306+157.7% |