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 | $91,303 | $91,552-0.3% | $133,956-31.8% | $79,858+14.3% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 15.35% | 61.85%-46.5pp | 45.09%-29.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,243 | $2,384+36.1% | $3,919-17.2% | $2,471+31.3% |
| Participant deferral / active EE | $5,898 | $3,733+58.0% | $5,048+16.8% | $3,740+57.7% |
| Admin fee / account holder | $2,795 | $6,321-55.8% | $8,927-68.7% | $5,306-47.3% |