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 | $87,161 | $77,899+11.9% | $149,673-41.8% | $75,163+16.0% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.4pp | 67.2%+24.0pp |
| Annual return | 29.75% | 31.72%-2.0pp | 134.42%-104.7pp | 160.62%-130.9pp |
| Employer contribution / active EE | $12,519 | $3,137+299.0% | $4,818+159.9% | $2,670+368.9% |
| Participant deferral / active EE | $8,230 | $3,411+141.3% | $5,680+44.9% | $4,125+99.5% |
| Admin fee / account holder | $754 | $5,956-87.3% | $13,210-94.3% | $5,651-86.7% |