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 | $111,516 | $98,750+12.9% | $149,696-25.5% | $79,858+39.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 12.83% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,064 | $3,216-4.7% | $4,644-34.0% | $2,471+24.0% |
| Participant deferral / active EE | $7,836 | $5,680+38.0% | $6,842+14.5% | $3,740+109.5% |
| Admin fee / account holder | $2,290 | $6,053-62.2% | $9,309-75.4% | $5,306-56.8% |