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 | $85,314 | $91,552-6.8% | $133,956-36.3% | $79,858+6.8% |
| Participation rate | 81.4% | 73.3%+8.0pp | 79.8%+1.5pp | 69.6%+11.7pp |
| Annual return | 11.72% | 61.85%-50.1pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,651 | $2,384+11.2% | $3,919-32.3% | $2,471+7.3% |
| Participant deferral / active EE | $7,156 | $3,733+91.7% | $5,048+41.8% | $3,740+91.3% |
| Admin fee / account holder | $7,120 | $6,321+12.6% | $8,927-20.2% | $5,306+34.2% |