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 | $71,680 | $98,750-27.4% | $149,696-52.1% | $79,858-10.2% |
| Participation rate | 88.1% | 75.8%+12.4pp | 82.5%+5.7pp | 69.6%+18.5pp |
| Annual return | 34.83% | 27.43%+7.4pp | 276.60%-241.8pp | 31.71%+3.1pp |
| Employer contribution / active EE | $2,840 | $3,216-11.7% | $4,644-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $8,657 | $5,680+52.4% | $6,842+26.5% | $3,740+131.5% |
| Admin fee / account holder | $2,069 | $6,053-65.8% | $9,309-77.8% | $5,306-61.0% |