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 | $91,307 | $95,971-4.9% | $74,550+22.5% | $135,375-32.6% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 4.21% | 56.96%-52.8pp | 32.53%-28.3pp | 519.73%-515.5pp |
| Employer contribution / active EE | $2,766 | $2,716+1.8% | $1,961+41.1% | $4,779-42.1% |
| Participant deferral / active EE | $5,348 | $3,843+39.1% | $3,108+72.1% | $5,609-4.7% |
| Admin fee / account holder | $4,308 | $6,522-33.9% | $5,060-14.9% | $10,827-60.2% |