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 | $83,087 | $77,314+7.5% | $177,989-53.3% | $80,856+2.8% |
| Participation rate | 84.3% | 65.7%+18.6pp | 77.1%+7.2pp | 67.6%+16.7pp |
| Annual return | 17.18% | 18.09%-0.9pp | 294.48%-277.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,234 | $2,292-2.5% | $3,949-43.4% | $2,755-18.9% |
| Participant deferral / active EE | $5,625 | $4,411+27.5% | $6,276-10.4% | $4,296+31.0% |
| Admin fee / account holder | $16,535 | $7,191+129.9% | $10,363+59.6% | $6,918+139.0% |