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 | $108,190 | $85,766+26.1% | $136,294-20.6% | $70,131+54.3% |
| Participation rate | 84.4% | 74.2%+10.2pp | 81.9%+2.5pp | 69.5%+14.8pp |
| Annual return | 24.14% | 31.45%-7.3pp | 5155.94%-5131.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $3,483 | $2,966+17.4% | $4,695-25.8% | $2,342+48.7% |
| Participant deferral / active EE | $6,553 | $5,051+29.7% | $6,247+4.9% | $3,332+96.7% |
| Admin fee / account holder | $2,828 | $5,420-47.8% | $9,243-69.4% | $4,645-39.1% |