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 | $85,018 | $89,753-5.3% | $107,525-20.9% | $84,808+0.2% |
| Participation rate | 91.9% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.6pp |
| Annual return | 14.45% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,335 | $3,113-25.0% | $3,754-37.8% | $2,631-11.2% |
| Participant deferral / active EE | $5,977 | $4,056+47.4% | $5,116+16.8% | $4,212+41.9% |
| Admin fee / account holder | $6,303 | $7,222-12.7% | $8,919-29.3% | $7,344-14.2% |