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 | $92,272 | $85,766+7.6% | $136,294-32.3% | $70,131+31.6% |
| Participation rate | 78.4% | 74.2%+4.2pp | 81.9%-3.5pp | 69.5%+8.8pp |
| Annual return | 25.80% | 31.45%-5.7pp | 5155.94%-5130.1pp | 73.14%-47.3pp |
| Employer contribution / active EE | $3,558 | $2,966+20.0% | $4,695-24.2% | $2,342+51.9% |
| Participant deferral / active EE | $7,075 | $5,051+40.1% | $6,247+13.3% | $3,332+112.4% |
| Admin fee / account holder | $2,646 | $5,420-51.2% | $9,243-71.4% | $4,645-43.0% |