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 | $85,548 | $91,552-6.6% | $133,956-36.1% | $79,858+7.1% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 21.78% | 61.85%-40.1pp | 45.09%-23.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,824 | $2,384+18.5% | $3,919-27.9% | $2,471+14.3% |
| Participant deferral / active EE | $4,899 | $3,733+31.2% | $5,048-2.9% | $3,740+31.0% |
| Admin fee / account holder | $913 | $6,321-85.6% | $8,927-89.8% | $5,306-82.8% |