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 | $85,108 | $77,145+10.3% | $108,410-21.5% | $85,850-0.9% |
| Participation rate | 74.6% | 74.7%0pp | 80.1%-5.5pp | 69.3%+5.3pp |
| Annual return | 18.13% | 44.54%-26.4pp | 905.27%-887.1pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,143 | $2,379-9.9% | $3,558-39.8% | $2,565-16.4% |
| Participant deferral / active EE | $4,034 | $5,566-27.5% | $6,563-38.5% | $3,952+2.1% |
| Admin fee / account holder | $447 | $5,172-91.3% | $7,295-93.9% | $6,260-92.9% |