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 | $76,609 | $77,634-1.3% | $156,549-51.1% | $62,891+21.8% |
| Participation rate | 90.5% | 71.2%+19.3pp | 84.0%+6.5pp | 69.3%+21.2pp |
| Annual return | 5.82% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,835 | $3,444-17.7% | $5,501-48.5% | $2,281+24.3% |
| Participant deferral / active EE | $5,168 | $3,045+69.7% | $4,871+6.1% | $3,203+61.4% |
| Admin fee / account holder | $17,184 | $5,561+209.0% | $13,027+31.9% | $4,296+300.0% |