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 | $83,654 | $76,407+9.5% | $150,298-44.3% | $82,448+1.5% |
| Participation rate | 86.2% | 66.4%+19.8pp | 77.8%+8.4pp | 68.1%+18.1pp |
| Annual return | 13.76% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,647 | $2,614-37.0% | $4,154-60.4% | $2,551-35.4% |
| Participant deferral / active EE | $5,934 | $3,214+84.6% | $5,453+8.8% | $4,139+43.4% |
| Admin fee / account holder | $7,638 | $6,352+20.2% | $14,116-45.9% | $7,234+5.6% |