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 | $56,800 | $226,064-74.9% | $182,532-68.9% | $152,861-62.8% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.0%+1.0pp | 82.4%-3.5pp |
| Annual return | 23.20% | 192.51%-169.3pp | 148.54%-125.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,069 | $4,978-58.4% | $4,076-49.2% | $4,762-56.5% |
| Participant deferral / active EE | $5,435 | $6,368-14.7% | $5,524-1.6% | $5,850-7.1% |
| Admin fee / account holder | $309 | $10,703-97.1% | $8,592-96.4% | $11,596-97.3% |