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 | $70,021 | $85,766-18.4% | $136,294-48.6% | $70,131-0.2% |
| Participation rate | 90.6% | 74.2%+16.5pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 27.48% | 31.45%-4.0pp | 5155.94%-5128.5pp | 73.14%-45.7pp |
| Employer contribution / active EE | $3,248 | $2,966+9.5% | $4,695-30.8% | $2,342+38.6% |
| Participant deferral / active EE | $10,652 | $5,051+110.9% | $6,247+70.5% | $3,332+219.7% |
| Admin fee / account holder | $1,049 | $5,420-80.7% | $9,243-88.7% | $4,645-77.4% |