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 | $90,137 | $84,233+7.0% | $170,442-47.1% | $70,131+28.5% |
| Participation rate | 76.9% | 70.8%+6.1pp | 83.6%-6.7pp | 69.5%+7.4pp |
| Annual return | 20.96% | 23.06%-2.1pp | 205.93%-185.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,486 | $3,387-26.6% | $5,433-54.2% | $2,342+6.1% |
| Participant deferral / active EE | $5,802 | $3,086+88.0% | $4,939+17.5% | $3,332+74.2% |
| Admin fee / account holder | $1,557 | $5,698-72.7% | $13,880-88.8% | $4,645-66.5% |