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 | $98,402 | $85,766+14.7% | $136,294-27.8% | $70,131+40.3% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 26.51% | 31.45%-4.9pp | 5155.94%-5129.4pp | 73.14%-46.6pp |
| Employer contribution / active EE | $3,807 | $2,966+28.3% | $4,695-18.9% | $2,342+62.5% |
| Participant deferral / active EE | $6,582 | $5,051+30.3% | $6,247+5.4% | $3,332+97.6% |
| Admin fee / account holder | $3,612 | $5,420-33.4% | $9,243-60.9% | $4,645-22.2% |