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 | $103,370 | $117,859-12.3% | $102,438+0.9% | $145,959-29.2% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 12.48% | 31.72%-19.2pp | 29.37%-16.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,570 | $3,615-1.3% | $3,024+18.1% | $4,661-23.4% |
| Participant deferral / active EE | $7,803 | $5,732+36.1% | $5,054+54.4% | $6,689+16.7% |
| Admin fee / account holder | $782 | $13,318-94.1% | $9,448-91.7% | $13,398-94.2% |