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 | $82,127 | $98,750-16.8% | $149,696-45.1% | $79,858+2.8% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 20.80% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $6,354 | $3,216+97.6% | $4,644+36.8% | $2,471+157.2% |
| Participant deferral / active EE | $6,519 | $5,680+14.8% | $6,842-4.7% | $3,740+74.3% |
| Admin fee / account holder | $4,220 | $6,053-30.3% | $9,309-54.7% | $5,306-20.5% |