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 | $80,644 | $64,839+24.4% | $95,585-15.6% | $84,808-4.9% |
| Participation rate | 89.7% | 63.8%+25.8pp | 72.1%+17.6pp | 68.3%+21.3pp |
| Annual return | 16.48% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,861 | $1,759+62.7% | $2,527+13.3% | $2,631+8.8% |
| Participant deferral / active EE | $5,177 | $2,965+74.6% | $4,023+28.7% | $4,212+22.9% |
| Admin fee / account holder | $7,215 | $5,964+21.0% | $6,127+17.8% | $7,344-1.7% |