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 | $91,428 | $70,428+29.8% | $96,562-5.3% | $85,850+6.5% |
| Participation rate | 75.9% | 61.8%+14.1pp | 69.8%+6.1pp | 69.3%+6.6pp |
| Annual return | 11.34% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,439 | $1,413+1.9% | $2,356-38.9% | $2,565-43.9% |
| Participant deferral / active EE | $5,258 | $2,894+81.7% | $3,849+36.6% | $3,952+33.0% |
| Admin fee / account holder | $18,864 | $4,997+277.5% | $6,181+205.2% | $6,260+201.3% |