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 | $81,872 | $85,766-4.5% | $136,294-39.9% | $70,131+16.7% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 16.70% | 31.45%-14.8pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,744 | $2,966+93.7% | $4,695+22.3% | $2,342+145.2% |
| Participant deferral / active EE | $10,537 | $5,051+108.6% | $6,247+68.7% | $3,332+216.3% |
| Admin fee / account holder | $11,037 | $5,420+103.6% | $9,243+19.4% | $4,645+137.6% |