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 | $86,441 | $88,672-2.5% | $105,223-17.9% | $82,448+4.8% |
| Participation rate | 82.8% | 67.9%+14.8pp | 75.0%+7.7pp | 68.1%+14.7pp |
| Annual return | 14.32% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,525 | $3,048-17.2% | $3,689-31.5% | $2,551-1.0% |
| Participant deferral / active EE | $6,027 | $4,036+49.3% | $5,072+18.8% | $4,139+45.6% |
| Admin fee / account holder | $2,536 | $7,146-64.5% | $8,859-71.4% | $7,234-65.0% |