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 | $96,228 | $83,337+15.5% | $67,834+41.9% | $273,961-64.9% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 8.88% | 259.45%-250.6pp | 138.47%-129.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,210 | $3,287-2.3% | $2,403+33.6% | $4,869-34.1% |
| Participant deferral / active EE | $5,740 | $4,088+40.4% | $3,160+81.7% | $5,287+8.6% |
| Admin fee / account holder | $29,772 | $6,752+340.9% | $4,622+544.1% | $10,132+193.8% |