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 | $76,422 | $85,202-10.3% | $172,739-55.8% | $72,985+4.7% |
| Participation rate | 85.9% | 70.1%+15.9pp | 82.6%+3.3pp | 69.5%+16.5pp |
| Annual return | 17.24% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,640 | $3,324-20.6% | $5,143-48.7% | $2,440+8.2% |
| Participant deferral / active EE | $6,285 | $3,260+92.8% | $5,198+20.9% | $3,607+74.2% |
| Admin fee / account holder | $2,553 | $5,884-56.6% | $13,954-81.7% | $5,124-50.2% |