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 | $74,710 | $57,057+30.9% | $85,009-12.1% | $80,874-7.6% |
| Participation rate | 75.0% | 56.4%+18.6pp | 67.5%+7.5pp | 67.6%+7.4pp |
| Annual return | 12.47% | 21.66%-9.2pp | 66.47%-54.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,032 | $1,799+13.0% | $2,728-25.5% | $2,756-26.3% |
| Participant deferral / active EE | $4,481 | $3,112+44.0% | $4,522-0.9% | $4,297+4.3% |
| Admin fee / account holder | $775 | $4,986-84.5% | $6,153-87.4% | $6,935-88.8% |