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 | $109,724 | $84,233+30.3% | $170,442-35.6% | $70,131+56.5% |
| Participation rate | 87.9% | 70.8%+17.0pp | 83.6%+4.3pp | 69.5%+18.3pp |
| Annual return | 21.94% | 23.06%-1.1pp | 205.93%-184.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $2,008 | $3,387-40.7% | $5,433-63.0% | $2,342-14.3% |
| Participant deferral / active EE | $4,617 | $3,086+49.6% | $4,939-6.5% | $3,332+38.6% |
| Admin fee / account holder | $391 | $5,698-93.1% | $13,880-97.2% | $4,645-91.6% |