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 | $82,595 | $98,750-16.4% | $149,696-44.8% | $79,858+3.4% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 23.72% | 27.43%-3.7pp | 276.60%-252.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $5,061 | $3,216+57.3% | $4,644+9.0% | $2,471+104.8% |
| Participant deferral / active EE | $3,102 | $5,680-45.4% | $6,842-54.7% | $3,740-17.1% |
| Admin fee / account holder | $396 | $6,053-93.5% | $9,309-95.7% | $5,306-92.5% |