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 | $90,342 | $89,355+1.1% | $141,162-36.0% | $72,985+23.8% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 28.07% | 111.85%-83.8pp | 71.39%-43.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $4,635 | $3,114+48.8% | $4,735-2.1% | $2,440+90.0% |
| Participant deferral / active EE | $6,059 | $5,418+11.8% | $6,709-9.7% | $3,607+67.9% |
| Admin fee / account holder | $2,999 | $5,958-49.7% | $10,261-70.8% | $5,124-41.5% |