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 | $107,163 | $98,750+8.5% | $149,696-28.4% | $79,858+34.2% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 15.95% | 27.43%-11.5pp | 276.60%-260.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,757 | $3,216-14.3% | $4,644-40.6% | $2,471+11.6% |
| Participant deferral / active EE | $4,610 | $5,680-18.8% | $6,842-32.6% | $3,740+23.3% |
| Admin fee / account holder | $6,200 | $6,053+2.4% | $9,309-33.4% | $5,306+16.8% |