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 | $90,547 | $85,766+5.6% | $136,294-33.6% | $70,131+29.1% |
| Participation rate | 81.1% | 74.2%+6.9pp | 81.9%-0.8pp | 69.5%+11.5pp |
| Annual return | 16.81% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,718 | $2,966-8.4% | $4,695-42.1% | $2,342+16.0% |
| Participant deferral / active EE | $8,060 | $5,051+59.6% | $6,247+29.0% | $3,332+141.9% |
| Admin fee / account holder | $3,993 | $5,420-26.3% | $9,243-56.8% | $4,645-14.0% |