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 | $72,466 | $81,632-11.2% | $70,449+2.9% | $158,922-54.4% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 15.34% | 208.40%-193.1pp | 109.03%-93.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,325 | $3,217-27.7% | $2,737-15.0% | $4,761-51.2% |
| Participant deferral / active EE | $3,920 | $4,554-13.9% | $3,709+5.7% | $5,982-34.5% |
| Admin fee / account holder | $1,785 | $6,193-71.2% | $3,845-53.6% | $11,246-84.1% |