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 | $87,320 | $89,753-2.7% | $107,525-18.8% | $84,808+3.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.67% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,410 | $3,113+9.5% | $3,754-9.2% | $2,631+29.6% |
| Participant deferral / active EE | $6,771 | $4,056+66.9% | $5,116+32.4% | $4,212+60.8% |
| Admin fee / account holder | $819 | $7,222-88.7% | $8,919-90.8% | $7,344-88.9% |