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 | $91,244 | $85,202+7.1% | $172,739-47.2% | $72,985+25.0% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 16.10% | 27.32%-11.2pp | 802.84%-786.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $5,514 | $3,324+65.9% | $5,143+7.2% | $2,440+126.0% |
| Participant deferral / active EE | $6,568 | $3,260+101.4% | $5,198+26.4% | $3,607+82.1% |
| Admin fee / account holder | $523 | $5,884-91.1% | $13,954-96.3% | $5,124-89.8% |