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 | $87,148 | $89,355-2.5% | $141,162-38.3% | $72,985+19.4% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 26.31% | 111.85%-85.5pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,870 | $3,114-7.9% | $4,735-39.4% | $2,440+17.6% |
| Participant deferral / active EE | $7,356 | $5,418+35.8% | $6,709+9.6% | $3,607+103.9% |
| Admin fee / account holder | $11,871 | $5,958+99.2% | $10,261+15.7% | $5,124+131.6% |