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 | $87,665 | $89,355-1.9% | $141,162-37.9% | $72,985+20.1% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 31.65% | 111.85%-80.2pp | 71.39%-39.7pp | 81.00%-49.4pp |
| Employer contribution / active EE | $1,707 | $3,114-45.2% | $4,735-63.9% | $2,440-30.0% |
| Participant deferral / active EE | $8,046 | $5,418+48.5% | $6,709+19.9% | $3,607+123.1% |
| Admin fee / account holder | $656 | $5,958-89.0% | $10,261-93.6% | $5,124-87.2% |