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 | $105,776 | $91,190+16.0% | $178,490-40.7% | $79,858+32.5% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 20.21% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,963 | $3,256-9.0% | $5,011-40.9% | $2,471+19.9% |
| Participant deferral / active EE | $5,785 | $3,236+78.8% | $5,202+11.2% | $3,740+54.7% |
| Admin fee / account holder | $19,513 | $6,751+189.0% | $13,984+39.5% | $5,306+267.7% |