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 | $99,746 | $78,705+26.7% | $117,854-15.4% | $70,131+42.2% |
| Participation rate | 89.4% | 73.2%+16.2pp | 79.7%+9.7pp | 69.5%+19.8pp |
| Annual return | 17.81% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,115 | $2,223+85.1% | $3,786+8.7% | $2,342+75.7% |
| Participant deferral / active EE | $7,888 | $3,297+139.2% | $4,482+76.0% | $3,332+136.7% |
| Admin fee / account holder | $3,795 | $5,065-25.1% | $8,020-52.7% | $4,645-18.3% |