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 | $96,502 | $78,422+23.1% | $95,952+0.6% | $79,858+20.8% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 15.14% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,133 | $1,945+9.6% | $2,541-16.1% | $2,471-13.7% |
| Participant deferral / active EE | $4,460 | $3,440+29.7% | $4,167+7.0% | $3,740+19.3% |
| Admin fee / account holder | $12,680 | $5,622+125.5% | $6,795+86.6% | $5,306+139.0% |