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 | $109,358 | $91,552+19.4% | $133,956-18.4% | $79,858+36.9% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.1pp |
| Annual return | 17.04% | 61.85%-44.8pp | 45.09%-28.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,617 | $2,384+51.8% | $3,919-7.7% | $2,471+46.4% |
| Participant deferral / active EE | $6,674 | $3,733+78.8% | $5,048+32.2% | $3,740+78.4% |
| Admin fee / account holder | $4,509 | $6,321-28.7% | $8,927-49.5% | $5,306-15.0% |