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 | $72,347 | $65,409+10.6% | $98,442-26.5% | $85,850-15.7% |
| Participation rate | 98.3% | 65.0%+33.3pp | 73.3%+24.9pp | 69.3%+29.0pp |
| Annual return | 12.74% | 21.76%-9.0pp | 1492.73%-1480.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,140 | $2,168-1.3% | $2,960-27.7% | $2,565-16.6% |
| Participant deferral / active EE | $2,717 | $3,166-14.2% | $4,276-36.5% | $3,952-31.2% |
| Admin fee / account holder | $2,886 | $4,593-37.2% | $5,949-51.5% | $6,260-53.9% |