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 | $105,343 | $78,422+34.3% | $95,952+9.8% | $79,858+31.9% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 18.75% | 19.37%-0.6pp | 91.61%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,763 | $1,945+93.5% | $2,541+48.1% | $2,471+52.3% |
| Participant deferral / active EE | $9,203 | $3,440+167.5% | $4,167+120.9% | $3,740+146.1% |
| Admin fee / account holder | $1,205 | $5,622-78.6% | $6,795-82.3% | $5,306-77.3% |