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 | $88,679 | $88,6720% | $105,223-15.7% | $82,448+7.6% |
| Participation rate | 90.8% | 67.9%+22.9pp | 75.0%+15.7pp | 68.1%+22.7pp |
| Annual return | 13.20% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,267 | $3,048+72.8% | $3,689+42.8% | $2,551+106.5% |
| Participant deferral / active EE | $4,871 | $4,036+20.7% | $5,072-4.0% | $4,139+17.7% |
| Admin fee / account holder | $8,954 | $7,146+25.3% | $8,859+1.1% | $7,234+23.8% |