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 | $93,580 | $89,355+4.7% | $141,162-33.7% | $72,985+28.2% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 23.36% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,428 | $3,114-22.1% | $4,735-48.7% | $2,440-0.5% |
| Participant deferral / active EE | $4,479 | $5,418-17.3% | $6,709-33.2% | $3,607+24.1% |
| Admin fee / account holder | $1,549 | $5,958-74.0% | $10,261-84.9% | $5,124-69.8% |