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 | $84,315 | $77,899+8.2% | $149,673-43.7% | $75,163+12.2% |
| Participation rate | 85.1% | 65.6%+19.5pp | 78.8%+6.3pp | 67.2%+17.9pp |
| Annual return | 17.34% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,510 | $3,137+11.9% | $4,818-27.1% | $2,670+31.5% |
| Participant deferral / active EE | $8,181 | $3,411+139.8% | $5,680+44.0% | $4,125+98.3% |
| Admin fee / account holder | $2,451 | $5,956-58.8% | $13,210-81.4% | $5,651-56.6% |