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 | $91,559 | $89,355+2.5% | $141,162-35.1% | $72,985+25.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 25.81% | 111.85%-86.0pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,272 | $3,114-27.0% | $4,735-52.0% | $2,440-6.9% |
| Participant deferral / active EE | $4,832 | $5,418-10.8% | $6,709-28.0% | $3,607+34.0% |
| Admin fee / account holder | $1,471 | $5,958-75.3% | $10,261-85.7% | $5,124-71.3% |