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 | $120,836 | $94,625+27.7% | $116,228+4.0% | $84,808+42.5% |
| Participation rate | 84.1% | 70.4%+13.6pp | 74.6%+9.5pp | 68.3%+15.8pp |
| Annual return | 20.51% | 20.40%+0.1pp | 90.06%-69.5pp | 40.90%-20.4pp |
| Employer contribution / active EE | $5,090 | $2,347+116.9% | $2,994+70.0% | $2,631+93.5% |
| Participant deferral / active EE | $8,302 | $3,972+109.0% | $4,953+67.6% | $4,212+97.1% |
| Admin fee / account holder | $6,639 | $10,091-34.2% | $11,989-44.6% | $7,344-9.6% |