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 | $72,763 | $70,428+3.3% | $96,562-24.6% | $85,850-15.2% |
| Participation rate | 90.5% | 61.8%+28.7pp | 69.8%+20.7pp | 69.3%+21.2pp |
| Annual return | 12.80% | 18.59%-5.8pp | 37.78%-25.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $8,356 | $1,413+491.4% | $2,356+254.6% | $2,565+225.8% |
| Participant deferral / active EE | $2,985 | $2,894+3.1% | $3,849-22.5% | $3,952-24.5% |
| Admin fee / account holder | $3,130 | $4,997-37.4% | $6,181-49.4% | $6,260-50.0% |