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 | $95,673 | $78,422+22.0% | $95,952-0.3% | $79,858+19.8% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 14.34% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,538 | $1,945+30.5% | $2,541-0.1% | $2,471+2.7% |
| Participant deferral / active EE | $4,925 | $3,440+43.2% | $4,167+18.2% | $3,740+31.7% |
| Admin fee / account holder | $6,563 | $5,622+16.7% | $6,795-3.4% | $5,306+23.7% |