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 | $103,887 | $77,314+34.4% | $177,989-41.6% | $80,856+28.5% |
| Participation rate | 70.9% | 65.7%+5.2pp | 77.1%-6.2pp | 67.6%+3.3pp |
| Annual return | 12.14% | 18.09%-6.0pp | 294.48%-282.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,028 | $2,292+32.1% | $3,949-23.3% | $2,755+9.9% |
| Participant deferral / active EE | $5,095 | $4,411+15.5% | $6,276-18.8% | $4,296+18.6% |
| Admin fee / account holder | $2,445 | $7,191-66.0% | $10,363-76.4% | $6,918-64.7% |