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 | $93,488 | $89,753+4.2% | $107,525-13.1% | $84,808+10.2% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 20.73% | 29.48%-8.7pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,370 | $3,113-23.9% | $3,754-36.9% | $2,631-9.9% |
| Participant deferral / active EE | $6,138 | $4,056+51.3% | $5,116+20.0% | $4,212+45.7% |
| Admin fee / account holder | $8,246 | $7,222+14.2% | $8,919-7.5% | $7,344+12.3% |