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 | $98,542 | $98,750-0.2% | $149,696-34.2% | $79,858+23.4% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 17.57% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,567 | $3,216+42.0% | $4,644-1.7% | $2,471+84.8% |
| Participant deferral / active EE | $10,031 | $5,680+76.6% | $6,842+46.6% | $3,740+168.2% |
| Admin fee / account holder | $2,708 | $6,053-55.3% | $9,309-70.9% | $5,306-49.0% |