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 | $78,126 | $98,750-20.9% | $149,696-47.8% | $79,858-2.2% |
| Participation rate | 78.7% | 75.8%+3.0pp | 82.5%-3.8pp | 69.6%+9.1pp |
| Annual return | 15.62% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,965 | $3,216+23.3% | $4,644-14.6% | $2,471+60.5% |
| Participant deferral / active EE | $7,703 | $5,680+35.6% | $6,842+12.6% | $3,740+106.0% |
| Admin fee / account holder | $8,719 | $6,053+44.0% | $9,309-6.3% | $5,306+64.3% |