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 | $78,124 | $98,750-20.9% | $149,696-47.8% | $79,858-2.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 20.98% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,158 | $3,216-32.9% | $4,644-53.5% | $2,471-12.6% |
| Participant deferral / active EE | $5,171 | $5,680-9.0% | $6,842-24.4% | $3,740+38.3% |
| Admin fee / account holder | $1,009 | $6,053-83.3% | $9,309-89.2% | $5,306-81.0% |