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 | $91,840 | $89,753+2.3% | $107,525-14.6% | $84,808+8.3% |
| Participation rate | 71.1% | 68.1%+3.1pp | 75.1%-4.0pp | 68.3%+2.8pp |
| Annual return | 19.32% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,237 | $3,113+36.1% | $3,754+12.9% | $2,631+61.1% |
| Participant deferral / active EE | $7,955 | $4,056+96.1% | $5,116+55.5% | $4,212+88.9% |
| Admin fee / account holder | $14,978 | $7,222+107.4% | $8,919+67.9% | $7,344+104.0% |