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 | $106,741 | $98,750+8.1% | $149,696-28.7% | $79,858+33.7% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.3pp |
| Annual return | 25.04% | 27.43%-2.4pp | 276.60%-251.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,857 | $3,216-11.2% | $4,644-38.5% | $2,471+15.6% |
| Participant deferral / active EE | $9,526 | $5,680+67.7% | $6,842+39.2% | $3,740+154.7% |
| Admin fee / account holder | $7,149 | $6,053+18.1% | $9,309-23.2% | $5,306+34.7% |