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 | $88,874 | $91,190-2.5% | $178,490-50.2% | $79,858+11.3% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 14.51% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,309 | $3,256-59.8% | $5,011-73.9% | $2,471-47.0% |
| Participant deferral / active EE | $5,237 | $3,236+61.8% | $5,202+0.7% | $3,740+40.0% |
| Admin fee / account holder | $8,615 | $6,751+27.6% | $13,984-38.4% | $5,306+62.4% |