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 | $82,273 | $93,346-11.9% | $71,796+14.6% | $273,961-70.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 10.79% | 130.39%-119.6pp | 78.04%-67.2pp | 41.45%-30.7pp |
| Employer contribution / active EE | $2,224 | $2,733-18.6% | $1,924+15.5% | $4,869-54.3% |
| Participant deferral / active EE | $6,110 | $3,475+75.8% | $2,794+118.6% | $5,287+15.6% |
| Admin fee / account holder | $1,609 | $6,571-75.5% | $4,815-66.6% | $10,132-84.1% |