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 | $76,764 | $103,949-26.2% | $69,182+11.0% | $273,961-72.0% |
| Participation rate | 90.0% | 67.4%+22.6pp | 55.1%+34.9pp | 83.0%+7.0pp |
| Annual return | 7.02% | 35.28%-28.3pp | -21.93%+29.0pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,554 | $1,783-12.8% | $1,206+28.8% | $4,869-68.1% |
| Participant deferral / active EE | $5,775 | $2,716+112.6% | $1,897+204.4% | $5,287+9.2% |
| Admin fee / account holder | $1,114 | $3,671-69.6% | $2,697-58.7% | $10,132-89.0% |