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 | $98,134 | $85,766+14.4% | $136,294-28.0% | $70,131+39.9% |
| Participation rate | 77.1% | 74.2%+2.9pp | 81.9%-4.8pp | 69.5%+7.5pp |
| Annual return | 16.40% | 31.45%-15.1pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,734 | $2,966-41.5% | $4,695-63.1% | $2,342-26.0% |
| Participant deferral / active EE | $7,456 | $5,051+47.6% | $6,247+19.3% | $3,332+123.8% |
| Admin fee / account holder | $2,618 | $5,420-51.7% | $9,243-71.7% | $4,645-43.6% |