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 | $92,472 | $85,766+7.8% | $136,294-32.2% | $70,131+31.9% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 19.20% | 31.45%-12.3pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $5,643 | $2,966+90.3% | $4,695+20.2% | $2,342+140.9% |
| Participant deferral / active EE | $4,803 | $5,051-4.9% | $6,247-23.1% | $3,332+44.2% |
| Admin fee / account holder | $2,564 | $5,420-52.7% | $9,243-72.3% | $4,645-44.8% |