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 | $106,179 | $85,766+23.8% | $136,294-22.1% | $70,131+51.4% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 14.33% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,307 | $2,966+11.5% | $4,695-29.6% | $2,342+41.2% |
| Participant deferral / active EE | $6,303 | $5,051+24.8% | $6,247+0.9% | $3,332+89.2% |
| Admin fee / account holder | $1,453 | $5,420-73.2% | $9,243-84.3% | $4,645-68.7% |