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 | $79,872 | $89,355-10.6% | $141,162-43.4% | $72,985+9.4% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.5%-12.0pp | 69.5%+0.9pp |
| Annual return | 30.19% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $2,356 | $3,114-24.4% | $4,735-50.2% | $2,440-3.4% |
| Participant deferral / active EE | $5,450 | $5,418+0.6% | $6,709-18.8% | $3,607+51.1% |
| Admin fee / account holder | $2,183 | $5,958-63.4% | $10,261-78.7% | $5,124-57.4% |