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 | $89,753-3.7% | $107,525-19.6% | $84,808+1.9% |
| Participation rate | 82.8% | 68.1%+14.7pp | 75.1%+7.7pp | 68.3%+14.4pp |
| Annual return | 14.32% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,525 | $3,113-18.9% | $3,754-32.7% | $2,631-4.0% |
| Participant deferral / active EE | $6,027 | $4,056+48.6% | $5,116+17.8% | $4,212+43.1% |
| Admin fee / account holder | $2,536 | $7,222-64.9% | $8,919-71.6% | $7,344-65.5% |