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 | $99,214 | $82,978+19.6% | $129,995-23.7% | $71,457+38.8% |
| Participation rate | 99.1% | 74.1%+25.0pp | 78.5%+20.6pp | 67.9%+31.2pp |
| Annual return | 21.19% | 20.60%+0.6pp | -137.18%+158.4pp | 28.85%-7.7pp |
| Employer contribution / active EE | $3,680 | $2,622+40.4% | $4,320-14.8% | $2,588+42.2% |
| Participant deferral / active EE | $10,671 | $4,432+140.8% | $5,820+83.4% | $4,289+148.8% |
| Admin fee / account holder | $10,916 | $1,729+531.3% | $10,614+2.8% | $1,587+587.7% |