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 | $64,333 | $61,774+4.1% | $97,226-33.8% | $80,856-20.4% |
| Participation rate | 79.4% | 63.5%+15.9pp | 72.7%+6.7pp | 67.6%+11.8pp |
| Annual return | 12.25% | -557.90%+570.2pp | 75.13%-62.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,275 | $1,837+23.9% | $2,729-16.6% | $2,755-17.4% |
| Participant deferral / active EE | $4,264 | $3,029+40.8% | $4,2640% | $4,296-0.7% |
| Admin fee / account holder | $642 | $5,166-87.6% | $5,654-88.6% | $6,918-90.7% |