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 | $86,457 | $98,750-12.4% | $149,696-42.2% | $79,858+8.3% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.5%-8.8pp | 69.6%+4.1pp |
| Annual return | 17.40% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,633 | $3,216-18.1% | $4,644-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $5,352 | $5,680-5.8% | $6,842-21.8% | $3,740+43.1% |
| Admin fee / account holder | $714 | $6,053-88.2% | $9,309-92.3% | $5,306-86.5% |