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 | $93,838 | $91,190+2.9% | $178,490-47.4% | $79,858+17.5% |
| Participation rate | 70.5% | 69.2%+1.3pp | 81.9%-11.5pp | 69.6%+0.8pp |
| Annual return | 31.03% | 24.19%+6.8pp | 151.07%-120.0pp | 31.71%-0.7pp |
| Employer contribution / active EE | $1,839 | $3,256-43.5% | $5,011-63.3% | $2,471-25.6% |
| Participant deferral / active EE | $8,601 | $3,236+165.8% | $5,202+65.3% | $3,740+130.0% |
| Admin fee / account holder | $1,728 | $6,751-74.4% | $13,984-87.6% | $5,306-67.4% |