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 | $91,023 | $77,634+17.2% | $156,549-41.9% | $62,891+44.7% |
| Participation rate | 86.2% | 71.2%+15.0pp | 84.0%+2.2pp | 69.3%+16.9pp |
| Annual return | 16.15% | 50.32%-34.2pp | 32.23%-16.1pp | 20.14%-4.0pp |
| Employer contribution / active EE | $3,520 | $3,444+2.2% | $5,501-36.0% | $2,281+54.3% |
| Participant deferral / active EE | $7,903 | $3,045+159.5% | $4,871+62.3% | $3,203+146.8% |
| Admin fee / account holder | $19,190 | $5,561+245.1% | $13,027+47.3% | $4,296+346.7% |