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 | $112,725 | $98,750+14.2% | $149,696-24.7% | $79,858+41.2% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 14.46% | 27.43%-13.0pp | 276.60%-262.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,609 | $3,216+43.3% | $4,644-0.8% | $2,471+86.5% |
| Participant deferral / active EE | $8,832 | $5,680+55.5% | $6,842+29.1% | $3,740+136.2% |
| Admin fee / account holder | $4,498 | $6,053-25.7% | $9,309-51.7% | $5,306-15.2% |