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 | $82,672 | $72,400+14.2% | $67,502+22.5% | $145,922-43.3% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 12.23% | 7182.46%-7170.2pp | 3512.12%-3499.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,705 | $3,069-11.9% | $2,731-0.9% | $4,660-41.9% |
| Participant deferral / active EE | $4,480 | $4,783-6.3% | $4,000+12.0% | $6,688-33.0% |
| Admin fee / account holder | $347 | $5,539-93.7% | $3,998-91.3% | $13,397-97.4% |