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 | $72,848 | $85,202-14.5% | $172,739-57.8% | $72,985-0.2% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 22.19% | 27.32%-5.1pp | 802.84%-780.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,418 | $3,324+123.2% | $5,143+44.2% | $2,440+204.0% |
| Participant deferral / active EE | $4,154 | $3,260+27.4% | $5,198-20.1% | $3,607+15.1% |
| Admin fee / account holder | $1,411 | $5,884-76.0% | $13,954-89.9% | $5,124-72.5% |