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 | $84,213 | $77,419+8.8% | $69,455+21.2% | $152,861-44.9% |
| Participation rate | 73.9% | 78.1%-4.2pp | 74.6%-0.7pp | 82.4%-8.5pp |
| Annual return | 6.92% | 39.06%-32.1pp | 28.97%-22.0pp | 345.32%-338.4pp |
| Employer contribution / active EE | $3,946 | $3,315+19.0% | $2,779+42.0% | $4,762-17.1% |
| Participant deferral / active EE | $4,282 | $4,414-3.0% | $3,535+21.1% | $5,850-26.8% |
| Admin fee / account holder | $8,618 | $6,207+38.8% | $3,839+124.5% | $11,596-25.7% |