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 | $52,980 | $54,762-3.3% | $90,281-41.3% | $72,985-27.4% |
| Participation rate | 78.8% | 65.1%+13.6pp | 73.3%+5.5pp | 69.5%+9.3pp |
| Annual return | 24.65% | 30.63%-6.0pp | 78.10%-53.4pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,425 | $2,092+63.7% | $2,854+20.0% | $2,440+40.4% |
| Participant deferral / active EE | $5,534 | $2,887+91.7% | $3,885+42.4% | $3,607+53.4% |
| Admin fee / account holder | $584 | $3,972-85.3% | $5,351-89.1% | $5,124-88.6% |