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 | $102,335 | $89,753+14.0% | $107,525-4.8% | $84,808+20.7% |
| Participation rate | 89.5% | 68.1%+21.4pp | 75.1%+14.4pp | 68.3%+21.2pp |
| Annual return | 14.13% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,795 | $3,113-10.2% | $3,754-25.5% | $2,631+6.2% |
| Participant deferral / active EE | $4,945 | $4,056+21.9% | $5,116-3.3% | $4,212+17.4% |
| Admin fee / account holder | $2,115 | $7,222-70.7% | $8,919-76.3% | $7,344-71.2% |