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 | $91,810 | $77,899+17.9% | $149,673-38.7% | $75,163+22.1% |
| Participation rate | 88.7% | 65.6%+23.1pp | 78.8%+9.9pp | 67.2%+21.5pp |
| Annual return | 15.92% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,589 | $3,137-17.5% | $4,818-46.3% | $2,670-3.0% |
| Participant deferral / active EE | $6,139 | $3,411+80.0% | $5,680+8.1% | $4,125+48.8% |
| Admin fee / account holder | $17,153 | $5,956+188.0% | $13,210+29.9% | $5,651+203.6% |