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 | $41,172 | $105,859-61.1% | $90,160-54.3% | $147,584-72.1% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 24.82% | 37.63%-12.8pp | 34.88%-10.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,411 | $4,126-41.6% | $3,318-27.3% | $4,876-50.6% |
| Participant deferral / active EE | $6,504 | $5,733+13.4% | $5,288+23.0% | $5,439+19.6% |
| Admin fee / account holder | $760 | $8,046-90.6% | $5,943-87.2% | $10,885-93.0% |