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 | $50,970 | $48,046+6.1% | $84,611-39.8% | $72,985-30.2% |
| Participation rate | 95.3% | 57.6%+37.8pp | 68.2%+27.1pp | 69.5%+25.9pp |
| Annual return | 18.58% | 37.38%-18.8pp | 258.74%-240.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,760 | $1,602+9.9% | $2,652-33.6% | $2,440-27.8% |
| Participant deferral / active EE | $3,660 | $2,680+36.6% | $3,899-6.1% | $3,607+1.5% |
| Admin fee / account holder | $1,284 | $3,395-62.2% | $4,912-73.9% | $5,124-74.9% |