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 | $93,973 | $89,753+4.7% | $107,525-12.6% | $84,808+10.8% |
| Participation rate | 95.7% | 68.1%+27.6pp | 75.1%+20.6pp | 68.3%+27.3pp |
| Annual return | 20.01% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $5,126 | $3,113+64.6% | $3,754+36.6% | $2,631+94.8% |
| Participant deferral / active EE | $9,087 | $4,056+124.0% | $5,116+77.6% | $4,212+115.8% |
| Admin fee / account holder | $3,810 | $7,222-47.2% | $8,919-57.3% | $7,344-48.1% |