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 5-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 | $102,832 | $98,750+4.1% | $149,696-31.3% | $79,858+28.8% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.5%+2.6pp | 69.6%+15.5pp |
| Annual return | 20.10% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,896 | $3,216-10.0% | $4,644-37.6% | $2,471+17.2% |
| Participant deferral / active EE | $4,677 | $5,680-17.7% | $6,842-31.6% | $3,740+25.1% |
| Admin fee / account holder | $10,659 | $6,053+76.1% | $9,309+14.5% | $5,306+100.9% |