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 | $45,384 | $98,750-54.0% | $149,696-69.7% | $79,858-43.2% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.5%-3.3pp | 69.6%+9.5pp |
| Annual return | 18.92% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,292 | $3,216+2.3% | $4,644-29.1% | $2,471+33.2% |
| Participant deferral / active EE | $8,294 | $5,680+46.0% | $6,842+21.2% | $3,740+121.8% |
| Admin fee / account holder | $1,866 | $6,053-69.2% | $9,309-80.0% | $5,306-64.8% |