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 | $58,924 | $76,050-22.5% | $96,544-39.0% | $71,457-17.5% |
| Participation rate | 89.2% | 74.4%+14.8pp | 76.0%+13.3pp | 67.9%+21.3pp |
| Annual return | 17.84% | 22.81%-5.0pp | 25.84%-8.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,679 | $2,244+63.9% | $2,965+24.1% | $2,588+42.2% |
| Participant deferral / active EE | $5,380 | $4,215+27.6% | $4,851+10.9% | $4,289+25.4% |
| Admin fee / account holder | $1,874 | $2,707-30.8% | $8,252-77.3% | $1,587+18.0% |