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 | $77,847 | $85,202-8.6% | $172,739-54.9% | $72,985+6.7% |
| Participation rate | 91.5% | 70.1%+21.5pp | 82.6%+8.9pp | 69.5%+22.0pp |
| Annual return | 22.93% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,691 | $3,324-49.1% | $5,143-67.1% | $2,440-30.7% |
| Participant deferral / active EE | $4,614 | $3,260+41.5% | $5,198-11.2% | $3,607+27.9% |
| Admin fee / account holder | $3,949 | $5,884-32.9% | $13,954-71.7% | $5,124-22.9% |