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 | $65,794 | $98,750-33.4% | $149,696-56.0% | $79,858-17.6% |
| Participation rate | 83.6% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.0pp |
| Annual return | 18.69% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $4,637 | $3,216+44.2% | $4,644-0.2% | $2,471+87.7% |
| Participant deferral / active EE | $9,006 | $5,680+58.5% | $6,842+31.6% | $3,740+140.8% |
| Admin fee / account holder | $2,081 | $6,053-65.6% | $9,309-77.6% | $5,306-60.8% |