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 | $89,510 | $89,753-0.3% | $107,525-16.8% | $84,808+5.5% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 18.55% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,958 | $3,113-37.1% | $3,754-47.8% | $2,631-25.6% |
| Participant deferral / active EE | $5,975 | $4,056+47.3% | $5,116+16.8% | $4,212+41.9% |
| Admin fee / account holder | $8,016 | $7,222+11.0% | $8,919-10.1% | $7,344+9.2% |