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 | $90,089 | $89,355+0.8% | $141,162-36.2% | $72,985+23.4% |
| Participation rate | 70.2% | 75.1%-4.9pp | 82.5%-12.3pp | 69.5%+0.7pp |
| Annual return | 19.03% | 111.85%-92.8pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,387 | $3,114-23.4% | $4,735-49.6% | $2,440-2.2% |
| Participant deferral / active EE | $5,089 | $5,418-6.1% | $6,709-24.2% | $3,607+41.1% |
| Admin fee / account holder | $10,727 | $5,958+80.0% | $10,261+4.5% | $5,124+109.3% |