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 | $82,589 | $96,484-14.4% | $75,886+8.8% | $152,861-46.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.83% | 33.98%-9.2pp | 30.76%-5.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,514 | $3,309+6.2% | $2,500+40.5% | $4,762-26.2% |
| Participant deferral / active EE | $2,278 | $4,553-50.0% | $3,603-36.8% | $5,850-61.1% |
| Admin fee / account holder | $7,378 | $8,078-8.7% | $5,418+36.2% | $11,596-36.4% |