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 | $78,727 | $89,355-11.9% | $141,162-44.2% | $72,985+7.9% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 23.64% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,040 | $3,114-34.5% | $4,735-56.9% | $2,440-16.4% |
| Participant deferral / active EE | $5,203 | $5,418-4.0% | $6,709-22.4% | $3,607+44.2% |
| Admin fee / account holder | $1,495 | $5,958-74.9% | $10,261-85.4% | $5,124-70.8% |