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 | $94,747 | $105,859-10.5% | $90,160+5.1% | $147,584-35.8% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 18.38% | 37.63%-19.2pp | 34.88%-16.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,224 | $4,126+2.4% | $3,318+27.3% | $4,876-13.4% |
| Participant deferral / active EE | $12,303 | $5,733+114.6% | $5,288+132.7% | $5,439+126.2% |
| Admin fee / account holder | $2,961 | $8,046-63.2% | $5,943-50.2% | $10,885-72.8% |