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 | $45,562 | $45,073+1.1% | $69,455-34.4% | $72,985-37.6% |
| Participation rate | 84.5% | 68.5%+16.0pp | 74.6%+9.9pp | 69.5%+15.0pp |
| Annual return | 26.53% | 22.65%+3.9pp | 28.97%-2.4pp | 81.00%-54.5pp |
| Employer contribution / active EE | $4,895 | $2,054+138.3% | $2,779+76.2% | $2,440+100.6% |
| Participant deferral / active EE | $4,304 | $2,602+65.4% | $3,535+21.7% | $3,607+19.3% |
| Admin fee / account holder | $3,982 | $3,056+30.3% | $3,839+3.7% | $5,124-22.3% |