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 | $93,383 | $69,207+34.9% | $64,056+45.8% | $139,434-33.0% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 15.86% | 45.88%-30.0pp | 33.69%-17.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,995 | $3,182-5.9% | $2,747+9.0% | $4,751-37.0% |
| Participant deferral / active EE | $8,184 | $4,682+74.8% | $3,880+110.9% | $6,710+22.0% |
| Admin fee / account holder | $4,861 | $4,244+14.5% | $3,068+58.4% | $11,403-57.4% |