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 | $74,601 | $78,705-5.2% | $117,854-36.7% | $70,131+6.4% |
| Participation rate | 71.8% | 73.2%-1.4pp | 79.7%-7.9pp | 69.5%+2.3pp |
| Annual return | 27.20% | 23.30%+3.9pp | 335.08%-307.9pp | 73.14%-45.9pp |
| Employer contribution / active EE | $4,163 | $2,223+87.3% | $3,786+10.0% | $2,342+77.7% |
| Participant deferral / active EE | $5,421 | $3,297+64.4% | $4,482+20.9% | $3,332+62.7% |
| Admin fee / account holder | $5,067 | $5,0650% | $8,020-36.8% | $4,645+9.1% |