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 | $25,925 | $93,571-72.3% | $135,903-80.9% | $75,163-65.5% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 21.57% | 30.90%-9.3pp | 68.23%-46.7pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,169 | $3,537+17.9% | $4,856-14.1% | $2,670+56.2% |
| Participant deferral / active EE | $7,961 | $6,404+24.3% | $7,758+2.6% | $4,125+93.0% |
| Admin fee / account holder | $2,963 | $6,975-57.5% | $10,762-72.5% | $5,651-47.6% |