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 | $91,621 | $76,000+20.6% | $154,107-40.5% | $64,186+42.7% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | 9.49% | 30.32%-20.8pp | 735.12%-725.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $2,833 | $3,351-15.4% | $5,298-46.5% | $2,381+19.0% |
| Participant deferral / active EE | $3,687 | $3,175+16.1% | $5,081-27.4% | $3,470+6.3% |
| Admin fee / account holder | $1,031 | $5,596-81.6% | $13,411-92.3% | $4,888-78.9% |