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 | $81,476 | $98,750-17.5% | $149,696-45.6% | $79,858+2.0% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 36.09% | 27.43%+8.7pp | 276.60%-240.5pp | 31.71%+4.4pp |
| Employer contribution / active EE | $803 | $3,216-75.0% | $4,644-82.7% | $2,471-67.5% |
| Participant deferral / active EE | $3,491 | $5,680-38.5% | $6,842-49.0% | $3,740-6.7% |
| Admin fee / account holder | $589 | $6,053-90.3% | $9,309-93.7% | $5,306-88.9% |