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 | $83,702 | $98,750-15.2% | $149,696-44.1% | $79,858+4.8% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 16.42% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,067 | $3,216-66.8% | $4,644-77.0% | $2,471-56.8% |
| Participant deferral / active EE | $4,861 | $5,680-14.4% | $6,842-29.0% | $3,740+30.0% |
| Admin fee / account holder | $8,222 | $6,053+35.8% | $9,309-11.7% | $5,306+55.0% |