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 | $91,976 | $89,753+2.5% | $107,525-14.5% | $84,808+8.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 12.96% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,802 | $3,113-10.0% | $3,754-25.3% | $2,631+6.5% |
| Participant deferral / active EE | $4,438 | $4,056+9.4% | $5,116-13.3% | $4,212+5.4% |
| Admin fee / account holder | $4,555 | $7,222-36.9% | $8,919-48.9% | $7,344-38.0% |