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 | $76,050 | $37,426+103.2% | $77,482-1.8% | $79,858-4.8% |
| Participation rate | 72.2% | 41.5%+30.7pp | 54.2%+18.0pp | 69.6%+2.6pp |
| Annual return | 15.50% | 39.70%-24.2pp | 54.79%-39.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,529 | $637+140.2% | $986+55.0% | $2,471-38.1% |
| Participant deferral / active EE | $3,660 | $1,260+190.5% | $1,861+96.6% | $3,740-2.1% |
| Admin fee / account holder | $2,981 | $2,504+19.0% | $2,858+4.3% | $5,306-43.8% |