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 | $53,687 | $98,750-45.6% | $149,696-64.1% | $79,858-32.8% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.5%-6.8pp | 69.6%+6.0pp |
| Annual return | 21.19% | 27.43%-6.2pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,845 | $3,216-42.6% | $4,644-60.3% | $2,471-25.3% |
| Participant deferral / active EE | $7,410 | $5,680+30.5% | $6,842+8.3% | $3,740+98.1% |
| Admin fee / account holder | $9,990 | $6,053+65.1% | $9,309+7.3% | $5,306+88.3% |