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 | $99,073 | $100,901-1.8% | $75,670+30.9% | $147,584-32.9% |
| Participation rate | 95.2% | 77.1%+18.1pp | 72.3%+22.9pp | 82.8%+12.4pp |
| Annual return | 22.95% | 35.78%-12.8pp | 27.34%-4.4pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,066 | $3,253-36.5% | $2,352-12.2% | $4,876-57.6% |
| Participant deferral / active EE | $4,277 | $4,027+6.2% | $3,142+36.1% | $5,439-21.4% |
| Admin fee / account holder | $1,653 | $11,285-85.4% | $5,800-71.5% | $10,885-84.8% |