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 | $78,468 | $125,758-37.6% | $169,993-53.8% | $75,163+4.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 17.12% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,844 | $4,615-38.4% | $6,785-58.1% | $2,670+6.5% |
| Participant deferral / active EE | $8,984 | $6,837+31.4% | $10,408-13.7% | $4,125+117.8% |
| Admin fee / account holder | $12,508 | $8,173+53.0% | $12,815-2.4% | $5,651+121.3% |