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 | $93,517 | $98,982-5.5% | $162,163-42.3% | $65,185+43.5% |
| Participation rate | 74.5% | 85.8%-11.3pp | 87.6%-13.0pp | 70.2%+4.3pp |
| Annual return | 54.06% | 24.84%+29.2pp | 115.59%-61.5pp | 29.38%+24.7pp |
| Employer contribution / active EE | $3,487 | $3,467+0.6% | $5,614-37.9% | $2,177+60.2% |
| Participant deferral / active EE | $6,216 | $5,384+15.4% | $7,298-14.8% | $3,514+76.9% |
| Admin fee / account holder | $4,293 | $596+619.9% | $10,843-60.4% | $847+406.8% |