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 | $87,738 | $98,750-11.2% | $149,696-41.4% | $79,858+9.9% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 29.28% | 27.43%+1.9pp | 276.60%-247.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $1,679 | $3,216-47.8% | $4,644-63.9% | $2,471-32.1% |
| Participant deferral / active EE | $8,952 | $5,680+57.6% | $6,842+30.8% | $3,740+139.4% |
| Admin fee / account holder | $3,466 | $6,053-42.7% | $9,309-62.8% | $5,306-34.7% |