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 | $96,952 | $77,314+25.4% | $177,989-45.5% | $80,856+19.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.65% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,078 | $2,292+34.3% | $3,949-22.1% | $2,755+11.7% |
| Participant deferral / active EE | $7,557 | $4,411+71.3% | $6,276+20.4% | $4,296+75.9% |
| Admin fee / account holder | $3,925 | $7,191-45.4% | $10,363-62.1% | $6,918-43.3% |