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 | $81,142 | $77,899+4.2% | $149,673-45.8% | $75,163+8.0% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 16.26% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $9,841 | $3,137+213.7% | $4,818+104.3% | $2,670+268.6% |
| Participant deferral / active EE | $4,386 | $3,411+28.6% | $5,680-22.8% | $4,125+6.3% |
| Admin fee / account holder | $2,658 | $5,956-55.4% | $13,210-79.9% | $5,651-53.0% |