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 | $74,746 | $98,750-24.3% | $149,696-50.1% | $79,858-6.4% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.5%+2.5pp | 69.6%+15.4pp |
| Annual return | 15.60% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $5,390 | $3,216+67.6% | $4,644+16.1% | $2,471+118.1% |
| Participant deferral / active EE | $9,957 | $5,680+75.3% | $6,842+45.5% | $3,740+166.2% |
| Admin fee / account holder | $7,587 | $6,053+25.4% | $9,309-18.5% | $5,306+43.0% |