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 | $83,702 | $85,766-2.4% | $136,294-38.6% | $70,131+19.4% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 14.80% | 31.45%-16.7pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,487 | $2,966-16.2% | $4,695-47.0% | $2,342+6.2% |
| Participant deferral / active EE | $6,116 | $5,051+21.1% | $6,247-2.1% | $3,332+83.6% |
| Admin fee / account holder | $14,367 | $5,420+165.1% | $9,243+55.4% | $4,645+209.3% |