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 | $62,502 | $98,750-36.7% | $149,696-58.2% | $79,858-21.7% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 26.09% | 27.43%-1.3pp | 276.60%-250.5pp | 31.71%-5.6pp |
| Employer contribution / active EE | $2,623 | $3,216-18.4% | $4,644-43.5% | $2,471+6.2% |
| Participant deferral / active EE | $5,362 | $5,680-5.6% | $6,842-21.6% | $3,740+43.4% |
| Admin fee / account holder | $1,943 | $6,053-67.9% | $9,309-79.1% | $5,306-63.4% |