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 | $95,216 | $89,355+6.6% | $141,162-32.5% | $72,985+30.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 27.73% | 111.85%-84.1pp | 71.39%-43.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $2,850 | $3,114-8.5% | $4,735-39.8% | $2,440+16.8% |
| Participant deferral / active EE | $7,129 | $5,418+31.6% | $6,709+6.3% | $3,607+97.6% |
| Admin fee / account holder | $1,957 | $5,958-67.1% | $10,261-80.9% | $5,124-61.8% |