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 | $69,731 | $98,750-29.4% | $149,696-53.4% | $79,858-12.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 22.10% | 27.43%-5.3pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $3,724 | $3,216+15.8% | $4,644-19.8% | $2,471+50.7% |
| Participant deferral / active EE | $9,095 | $5,680+60.1% | $6,842+32.9% | $3,740+143.2% |
| Admin fee / account holder | $7,353 | $6,053+21.5% | $9,309-21.0% | $5,306+38.6% |