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 | $93,921 | $101,724-7.7% | $164,813-43.0% | $80,856+16.2% |
| Participation rate | 91.9% | 71.8%+20.1pp | 78.6%+13.3pp | 67.6%+24.3pp |
| Annual return | 12.25% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,587 | $2,953-12.4% | $4,341-40.4% | $2,755-6.1% |
| Participant deferral / active EE | $4,980 | $4,477+11.2% | $6,031-17.4% | $4,296+15.9% |
| Admin fee / account holder | $15,812 | $8,227+92.2% | $12,690+24.6% | $6,918+128.6% |