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 | $93,259 | $89,355+4.4% | $141,162-33.9% | $72,985+27.8% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 23.57% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,308 | $3,114-25.9% | $4,735-51.2% | $2,440-5.4% |
| Participant deferral / active EE | $3,763 | $5,418-30.5% | $6,709-43.9% | $3,607+4.3% |
| Admin fee / account holder | $8,179 | $5,958+37.3% | $10,261-20.3% | $5,124+59.6% |