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 | $80,796 | $89,355-9.6% | $141,162-42.8% | $72,985+10.7% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 26.59% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,034 | $3,114-2.6% | $4,735-35.9% | $2,440+24.4% |
| Participant deferral / active EE | $6,341 | $5,418+17.0% | $6,709-5.5% | $3,607+75.8% |
| Admin fee / account holder | $2,028 | $5,958-66.0% | $10,261-80.2% | $5,124-60.4% |