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 | $105,062 | $82,664+27.1% | $125,339-16.2% | $68,494+53.4% |
| Participation rate | 86.8% | 75.0%+11.7pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | 3.57% | -5.97%+9.5pp | 572.05%-568.5pp | -7.84%+11.4pp |
| Employer contribution / active EE | $4,197 | $3,381+24.1% | $4,814-12.8% | $2,596+61.6% |
| Participant deferral / active EE | $8,759 | $6,110+43.3% | $7,446+17.6% | $4,027+117.5% |
| Admin fee / account holder | $4,418 | $6,275-29.6% | $10,010-55.9% | $5,403-18.2% |