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 | $76,179 | $77,899-2.2% | $149,673-49.1% | $75,163+1.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.18% | 31.72%-8.5pp | 134.42%-111.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,724 | $3,137-13.2% | $4,818-43.5% | $2,670+2.0% |
| Participant deferral / active EE | $3,735 | $3,411+9.5% | $5,680-34.2% | $4,125-9.5% |
| Admin fee / account holder | $2,378 | $5,956-60.1% | $13,210-82.0% | $5,651-57.9% |