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 | $100,995 | $98,750+2.3% | $149,696-32.5% | $79,858+26.5% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 13.57% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $9,142 | $3,216+184.2% | $4,644+96.9% | $2,471+270.0% |
| Participant deferral / active EE | $9,444 | $5,680+66.3% | $6,842+38.0% | $3,740+152.5% |
| Admin fee / account holder | $29,858 | $6,053+393.3% | $9,309+220.8% | $5,306+462.7% |