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 | $81,761 | $89,355-8.5% | $141,162-42.1% | $72,985+12.0% |
| Participation rate | 70.3% | 75.1%-4.8pp | 82.5%-12.2pp | 69.5%+0.8pp |
| Annual return | 25.73% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $5,892 | $3,114+89.2% | $4,735+24.4% | $2,440+141.5% |
| Participant deferral / active EE | $8,779 | $5,418+62.0% | $6,709+30.9% | $3,607+143.4% |
| Admin fee / account holder | $5,723 | $5,958-3.9% | $10,261-44.2% | $5,124+11.7% |