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 | $86,482 | $77,314+11.9% | $177,989-51.4% | $80,856+7.0% |
| Participation rate | 73.3% | 65.7%+7.6pp | 77.1%-3.8pp | 67.6%+5.7pp |
| Annual return | 13.59% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,045 | $2,292+32.8% | $3,949-22.9% | $2,755+10.5% |
| Participant deferral / active EE | $5,234 | $4,411+18.7% | $6,276-16.6% | $4,296+21.8% |
| Admin fee / account holder | $701 | $7,191-90.3% | $10,363-93.2% | $6,918-89.9% |