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 5-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 | $78,360 | $95,803-18.2% | $113,168-30.8% | $84,808-7.6% |
| Participation rate | 76.1% | 72.9%+3.3pp | 76.6%-0.4pp | 68.3%+7.8pp |
| Annual return | 17.75% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,152 | $2,360+33.6% | $2,975+5.9% | $2,631+19.8% |
| Participant deferral / active EE | $7,183 | $4,242+69.3% | $5,107+40.7% | $4,212+70.6% |
| Admin fee / account holder | $980 | $8,989-89.1% | $12,068-91.9% | $7,344-86.7% |