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 | $95,741 | $89,355+7.1% | $141,162-32.2% | $72,985+31.2% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 20.97% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,586 | $3,114-17.0% | $4,735-45.4% | $2,440+6.0% |
| Participant deferral / active EE | $5,909 | $5,418+9.1% | $6,709-11.9% | $3,607+63.8% |
| Admin fee / account holder | $5,172 | $5,958-13.2% | $10,261-49.6% | $5,124+0.9% |