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 | $95,415 | $81,632+16.9% | $70,449+35.4% | $158,922-40.0% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 15.14% | 208.40%-193.3pp | 109.03%-93.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,503 | $3,217-53.3% | $2,737-45.1% | $4,761-68.4% |
| Participant deferral / active EE | $4,901 | $4,554+7.6% | $3,709+32.1% | $5,982-18.1% |
| Admin fee / account holder | $3,202 | $6,193-48.3% | $3,845-16.7% | $11,246-71.5% |