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 | $104,985 | $98,750+6.3% | $149,696-29.9% | $79,858+31.5% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 13.06% | 27.43%-14.4pp | 276.60%-263.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,024 | $3,216-37.1% | $4,644-56.4% | $2,471-18.1% |
| Participant deferral / active EE | $6,041 | $5,680+6.4% | $6,842-11.7% | $3,740+61.5% |
| Admin fee / account holder | $9,493 | $6,053+56.8% | $9,309+2.0% | $5,306+78.9% |