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 | $79,637 | $77,813+2.3% | $123,544-35.5% | $64,186+24.1% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | 3.17% | 12.48%-9.3pp | 119.20%-116.0pp | 7.63%-4.5pp |
| Employer contribution / active EE | $5,068 | $3,014+68.1% | $4,628+9.5% | $2,381+112.9% |
| Participant deferral / active EE | $10,261 | $5,240+95.8% | $6,426+59.7% | $3,470+195.7% |
| Admin fee / account holder | $1,373 | $5,519-75.1% | $9,284-85.2% | $4,888-71.9% |