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 | $77,398 | $57,541+34.5% | $95,745-19.2% | $75,163+3.0% |
| Participation rate | 83.6% | 62.5%+21.1pp | 72.3%+11.3pp | 67.2%+16.4pp |
| Annual return | 16.77% | 34.93%-18.2pp | 28.35%-11.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,685 | $1,808-6.8% | $2,835-40.5% | $2,670-36.9% |
| Participant deferral / active EE | $4,725 | $3,074+53.7% | $4,245+11.3% | $4,125+14.5% |
| Admin fee / account holder | $1,911 | $4,099-53.4% | $5,678-66.3% | $5,651-66.2% |