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 | $98,388 | $85,766+14.7% | $136,294-27.8% | $70,131+40.3% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 20.18% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,559 | $2,966+53.7% | $4,695-2.9% | $2,342+94.6% |
| Participant deferral / active EE | $10,768 | $5,051+113.2% | $6,247+72.4% | $3,332+223.2% |
| Admin fee / account holder | $3,468 | $5,420-36.0% | $9,243-62.5% | $4,645-25.3% |