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 | $94,696 | $98,750-4.1% | $149,696-36.7% | $79,858+18.6% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.5%+3.8pp | 69.6%+16.7pp |
| Annual return | 25.33% | 27.43%-2.1pp | 276.60%-251.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,863 | $3,216-42.1% | $4,644-59.9% | $2,471-24.6% |
| Participant deferral / active EE | $8,857 | $5,680+55.9% | $6,842+29.4% | $3,740+136.8% |
| Admin fee / account holder | $718 | $6,053-88.1% | $9,309-92.3% | $5,306-86.5% |