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 | $88,050 | $71,192+23.7% | $117,854-25.3% | $62,292+41.4% |
| Participation rate | 95.0% | 74.2%+20.8pp | 79.7%+15.4pp | 69.5%+25.5pp |
| Annual return | 26.31% | 18.66%+7.7pp | 335.08%-308.8pp | 28.90%-2.6pp |
| Employer contribution / active EE | $3,131 | $1,934+61.9% | $3,786-17.3% | $2,042+53.3% |
| Participant deferral / active EE | $4,551 | $3,189+42.7% | $4,482+1.5% | $3,169+43.6% |
| Admin fee / account holder | $2,611 | $587+344.7% | $8,020-67.4% | $479+444.8% |