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 | $82,437 | $85,766-3.9% | $136,294-39.5% | $70,131+17.5% |
| Participation rate | 70.4% | 74.2%-3.8pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 16.91% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,736 | $2,966-7.8% | $4,695-41.7% | $2,342+16.8% |
| Participant deferral / active EE | $4,515 | $5,051-10.6% | $6,247-27.7% | $3,332+35.5% |
| Admin fee / account holder | $1,775 | $5,420-67.3% | $9,243-80.8% | $4,645-61.8% |