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 | $85,307 | $91,190-6.5% | $178,490-52.2% | $79,858+6.8% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 27.01% | 24.19%+2.8pp | 151.07%-124.1pp | 31.71%-4.7pp |
| Employer contribution / active EE | $6,266 | $3,256+92.5% | $5,011+25.1% | $2,471+153.6% |
| Participant deferral / active EE | $8,071 | $3,236+149.4% | $5,202+55.2% | $3,740+115.8% |
| Admin fee / account holder | $1,706 | $6,751-74.7% | $13,984-87.8% | $5,306-67.8% |