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 | $95,973 | $65,365+46.8% | $92,893+3.3% | $72,985+31.5% |
| Participation rate | 80.6% | 68.3%+12.2pp | 76.0%+4.6pp | 69.5%+11.1pp |
| Annual return | 27.05% | 42.10%-15.1pp | 109.41%-82.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,365 | $2,594-8.8% | $3,653-35.2% | $2,440-3.1% |
| Participant deferral / active EE | $6,039 | $3,128+93.0% | $4,236+42.6% | $3,607+67.4% |
| Admin fee / account holder | $1,384 | $4,251-67.4% | $5,794-76.1% | $5,124-73.0% |