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 | $93,174 | $89,753+3.8% | $107,525-13.3% | $84,808+9.9% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 22.80% | 29.48%-6.7pp | 181.32%-158.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $4,219 | $3,113+35.5% | $3,754+12.4% | $2,631+60.4% |
| Participant deferral / active EE | $9,456 | $4,056+133.1% | $5,116+84.8% | $4,212+124.5% |
| Admin fee / account holder | $3,016 | $7,222-58.2% | $8,919-66.2% | $7,344-58.9% |