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 | $83,787 | $98,750-15.2% | $149,696-44.0% | $79,858+4.9% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 17.45% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,021 | $3,216-6.1% | $4,644-35.0% | $2,471+22.3% |
| Participant deferral / active EE | $8,693 | $5,680+53.0% | $6,842+27.1% | $3,740+132.4% |
| Admin fee / account holder | $2,975 | $6,053-50.8% | $9,309-68.0% | $5,306-43.9% |