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 | $92,555 | $85,766+7.9% | $136,294-32.1% | $70,131+32.0% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 41.12% | 31.45%+9.7pp | 5155.94%-5114.8pp | 73.14%-32.0pp |
| Employer contribution / active EE | $3,722 | $2,966+25.5% | $4,695-20.7% | $2,342+58.9% |
| Participant deferral / active EE | $9,931 | $5,051+96.6% | $6,247+59.0% | $3,332+198.1% |
| Admin fee / account holder | $3,227 | $5,420-40.5% | $9,243-65.1% | $4,645-30.5% |