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 | $88,043 | $91,552-3.8% | $133,956-34.3% | $79,858+10.2% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 15.39% | 61.85%-46.5pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,973 | $2,384+24.7% | $3,919-24.1% | $2,471+20.3% |
| Participant deferral / active EE | $6,633 | $3,733+77.7% | $5,048+31.4% | $3,740+77.3% |
| Admin fee / account holder | $4,311 | $6,321-31.8% | $8,927-51.7% | $5,306-18.8% |