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 | $88,559 | $85,766+3.3% | $136,294-35.0% | $70,131+26.3% |
| Participation rate | 98.4% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 15.74% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,238 | $2,966+9.2% | $4,695-31.0% | $2,342+38.2% |
| Participant deferral / active EE | $7,033 | $5,051+39.2% | $6,247+12.6% | $3,332+111.1% |
| Admin fee / account holder | $1,492 | $5,420-72.5% | $9,243-83.9% | $4,645-67.9% |