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 | $92,351 | $94,031-1.8% | $115,768-20.2% | $82,448+12.0% |
| Participation rate | 81.8% | 70.4%+11.4pp | 74.4%+7.4pp | 68.1%+13.8pp |
| Annual return | 28.17% | 20.61%+7.6pp | 100.46%-72.3pp | 41.64%-13.5pp |
| Employer contribution / active EE | $1,641 | $2,323-29.4% | $2,940-44.2% | $2,551-35.7% |
| Participant deferral / active EE | $4,786 | $3,972+20.5% | $4,917-2.7% | $4,139+15.6% |
| Admin fee / account holder | $9,873 | $10,249-3.7% | $12,439-20.6% | $7,234+36.5% |