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 | $93,429 | $58,694+59.2% | $142,863-34.6% | $85,850+8.8% |
| Participation rate | 77.4% | 58.5%+18.9pp | 71.9%+5.5pp | 69.3%+8.1pp |
| Annual return | 13.62% | 27.72%-14.1pp | 5637.54%-5623.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,525 | $1,423+147.8% | $4,144-14.9% | $2,565+37.4% |
| Participant deferral / active EE | $7,205 | $2,607+176.3% | $3,837+87.8% | $3,952+82.3% |
| Admin fee / account holder | $1,999 | $4,239-52.8% | $6,560-69.5% | $6,260-68.1% |