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 | $89,660 | $98,750-9.2% | $149,696-40.1% | $79,858+12.3% |
| Participation rate | 89.3% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 34.74% | 27.43%+7.3pp | 276.60%-241.9pp | 31.71%+3.0pp |
| Employer contribution / active EE | $3,893 | $3,216+21.0% | $4,644-16.2% | $2,471+57.6% |
| Participant deferral / active EE | $9,643 | $5,680+69.8% | $6,842+40.9% | $3,740+157.8% |
| Admin fee / account holder | $1,554 | $6,053-74.3% | $9,309-83.3% | $5,306-70.7% |