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 | $72,499 | $77,813-6.8% | $123,544-41.3% | $64,186+13.0% |
| Participation rate | 79.6% | 74.7%+4.9pp | 82.3%-2.7pp | 69.6%+10.0pp |
| Annual return | 8.39% | 12.48%-4.1pp | 119.20%-110.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $4,800 | $3,014+59.3% | $4,628+3.7% | $2,381+101.6% |
| Participant deferral / active EE | $5,385 | $5,240+2.8% | $6,426-16.2% | $3,470+55.2% |
| Admin fee / account holder | $865 | $5,519-84.3% | $9,284-90.7% | $4,888-82.3% |