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 | $86,884 | $93,571-7.1% | $135,903-36.1% | $75,163+15.6% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 25.32% | 30.90%-5.6pp | 68.23%-42.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $5,900 | $3,537+66.8% | $4,856+21.5% | $2,670+121.0% |
| Participant deferral / active EE | $10,073 | $6,404+57.3% | $7,758+29.8% | $4,125+144.2% |
| Admin fee / account holder | $8,849 | $6,975+26.9% | $10,762-17.8% | $5,651+56.6% |