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 | $98,837 | $89,753+10.1% | $107,525-8.1% | $84,808+16.5% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 24.19% | 29.48%-5.3pp | 181.32%-157.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $2,810 | $3,113-9.7% | $3,754-25.1% | $2,631+6.8% |
| Participant deferral / active EE | $10,544 | $4,056+159.9% | $5,116+106.1% | $4,212+150.3% |
| Admin fee / account holder | $3,451 | $7,222-52.2% | $8,919-61.3% | $7,344-53.0% |