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 | $113,680 | $70,669+60.9% | $169,368-32.9% | $75,163+51.2% |
| Participation rate | 92.3% | 64.8%+27.5pp | 77.1%+15.2pp | 67.2%+25.1pp |
| Annual return | 17.13% | 36.36%-19.2pp | 405.60%-388.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,043 | $2,211-7.6% | $4,013-49.1% | $2,670-23.5% |
| Participant deferral / active EE | $9,068 | $4,311+110.4% | $6,221+45.8% | $4,125+119.8% |
| Admin fee / account holder | $6,618 | $5,402+22.5% | $9,003-26.5% | $5,651+17.1% |