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 | $90,048 | $89,355+0.8% | $141,162-36.2% | $72,985+23.4% |
| Participation rate | 75.5% | 75.1%+0.4pp | 82.5%-7.0pp | 69.5%+6.0pp |
| Annual return | 23.63% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,023 | $3,114-2.9% | $4,735-36.1% | $2,440+23.9% |
| Participant deferral / active EE | $7,745 | $5,418+43.0% | $6,709+15.4% | $3,607+114.7% |
| Admin fee / account holder | $3,874 | $5,958-35.0% | $10,261-62.2% | $5,124-24.4% |