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 | $92,459 | $89,355+3.5% | $141,162-34.5% | $72,985+26.7% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 20.14% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,526 | $3,114-18.9% | $4,735-46.7% | $2,440+3.5% |
| Participant deferral / active EE | $7,005 | $5,418+29.3% | $6,709+4.4% | $3,607+94.2% |
| Admin fee / account holder | $7,541 | $5,958+26.6% | $10,261-26.5% | $5,124+47.2% |