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 | $70,602 | $78,705-10.3% | $117,854-40.1% | $70,131+0.7% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.2pp |
| Annual return | 14.82% | 23.30%-8.5pp | 335.08%-320.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,360 | $2,223-38.8% | $3,786-64.1% | $2,342-41.9% |
| Participant deferral / active EE | $3,339 | $3,297+1.3% | $4,482-25.5% | $3,332+0.2% |
| Admin fee / account holder | $1,099 | $5,065-78.3% | $8,020-86.3% | $4,645-76.3% |