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 | $67,946 | $89,355-24.0% | $141,162-51.9% | $72,985-6.9% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.5%+9.5pp | 69.5%+22.4pp |
| Annual return | 30.89% | 111.85%-81.0pp | 71.39%-40.5pp | 81.00%-50.1pp |
| Employer contribution / active EE | $2,022 | $3,114-35.1% | $4,735-57.3% | $2,440-17.1% |
| Participant deferral / active EE | $6,040 | $5,418+11.5% | $6,709-10.0% | $3,607+67.4% |
| Admin fee / account holder | $3,225 | $5,958-45.9% | $10,261-68.6% | $5,124-37.1% |