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 | $84,237 | $89,355-5.7% | $141,162-40.3% | $72,985+15.4% |
| Participation rate | 87.8% | 75.1%+12.7pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 28.73% | 111.85%-83.1pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $3,754 | $3,114+20.5% | $4,735-20.7% | $2,440+53.8% |
| Participant deferral / active EE | $7,591 | $5,418+40.1% | $6,709+13.1% | $3,607+110.4% |
| Admin fee / account holder | $1,341 | $5,958-77.5% | $10,261-86.9% | $5,124-73.8% |