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 | $104,720 | $106,749-1.9% | $145,433-28.0% | $82,448+27.0% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 32.28% | 27.59%+4.7pp | 66.58%-34.3pp | 41.64%-9.4pp |
| Employer contribution / active EE | $8,675 | $3,444+151.9% | $4,554+90.5% | $2,551+240.1% |
| Participant deferral / active EE | $15,126 | $6,519+132.0% | $7,897+91.5% | $4,139+265.4% |
| Admin fee / account holder | $6,004 | $8,390-28.4% | $13,129-54.3% | $7,234-17.0% |