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 | $75,254 | $98,750-23.8% | $149,696-49.7% | $79,858-5.8% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 18.97% | 27.43%-8.5pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,361 | $3,216+35.6% | $4,644-6.1% | $2,471+76.5% |
| Participant deferral / active EE | $4,864 | $5,680-14.4% | $6,842-28.9% | $3,740+30.0% |
| Admin fee / account holder | $1,302 | $6,053-78.5% | $9,309-86.0% | $5,306-75.5% |