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 | $122,376 | $85,766+42.7% | $136,294-10.2% | $70,131+74.5% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 18.13% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,839 | $2,966-4.3% | $4,695-39.5% | $2,342+21.2% |
| Participant deferral / active EE | $8,255 | $5,051+63.4% | $6,247+32.1% | $3,332+147.8% |
| Admin fee / account holder | $777 | $5,420-85.7% | $9,243-91.6% | $4,645-83.3% |