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 | $86,614 | $53,822+60.9% | $75,696+14.4% | $85,850+0.9% |
| Participation rate | 90.6% | 69.1%+21.6pp | 74.8%+15.8pp | 69.3%+21.3pp |
| Annual return | 16.49% | 24.54%-8.1pp | 104.53%-88.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,932 | $2,017+45.4% | $2,743+6.9% | $2,565+14.3% |
| Participant deferral / active EE | $5,139 | $2,895+77.5% | $3,821+34.5% | $3,952+30.0% |
| Admin fee / account holder | $1,626 | $3,343-51.4% | $3,619-55.1% | $6,260-74.0% |