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 | $118,196 | $98,750+19.7% | $149,696-21.0% | $79,858+48.0% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 25.22% | 27.43%-2.2pp | 276.60%-251.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $2,222 | $3,216-30.9% | $4,644-52.1% | $2,471-10.1% |
| Participant deferral / active EE | $4,881 | $5,680-14.1% | $6,842-28.7% | $3,740+30.5% |
| Admin fee / account holder | $769 | $6,053-87.3% | $9,309-91.7% | $5,306-85.5% |