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 | $91,256 | $91,552-0.3% | $133,956-31.9% | $79,858+14.3% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 22.30% | 61.85%-39.5pp | 45.09%-22.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,964 | $2,384-17.6% | $3,919-49.9% | $2,471-20.5% |
| Participant deferral / active EE | $4,929 | $3,733+32.0% | $5,048-2.3% | $3,740+31.8% |
| Admin fee / account holder | $3,558 | $6,321-43.7% | $8,927-60.1% | $5,306-33.0% |