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 | $98,083 | $89,355+9.8% | $141,162-30.5% | $72,985+34.4% |
| Participation rate | 78.4% | 75.1%+3.3pp | 82.5%-4.1pp | 69.5%+8.9pp |
| Annual return | 23.34% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,153 | $3,114-30.9% | $4,735-54.5% | $2,440-11.8% |
| Participant deferral / active EE | $4,427 | $5,418-18.3% | $6,709-34.0% | $3,607+22.7% |
| Admin fee / account holder | $5,541 | $5,958-7.0% | $10,261-46.0% | $5,124+8.1% |