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 | $86,950 | $77,899+11.6% | $149,673-41.9% | $75,163+15.7% |
| Participation rate | 84.1% | 65.6%+18.5pp | 78.8%+5.3pp | 67.2%+16.9pp |
| Annual return | 19.49% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,311 | $3,137-26.3% | $4,818-52.0% | $2,670-13.4% |
| Participant deferral / active EE | $5,064 | $3,411+48.5% | $5,680-10.8% | $4,125+22.8% |
| Admin fee / account holder | $4,801 | $5,956-19.4% | $13,210-63.7% | $5,651-15.0% |