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 | $78,762 | $64,348+22.4% | $90,160-12.6% | $70,131+12.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.76% | 28.13%-11.4pp | 34.88%-18.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,542 | $2,046-24.6% | $3,318-53.5% | $2,342-34.2% |
| Participant deferral / active EE | $7,976 | $4,389+81.7% | $5,288+50.8% | $3,332+139.4% |
| Admin fee / account holder | $3,802 | $3,944-3.6% | $5,943-36.0% | $4,645-18.2% |