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 | $76,102 | $103,949-26.8% | $69,182+10.0% | $273,961-72.2% |
| Participation rate | 76.9% | 67.4%+9.6pp | 55.1%+21.8pp | 83.0%-6.1pp |
| Annual return | 12.13% | 35.28%-23.1pp | -21.93%+34.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $940 | $1,783-47.3% | $1,206-22.1% | $4,869-80.7% |
| Participant deferral / active EE | $6,137 | $2,716+125.9% | $1,897+223.5% | $5,287+16.1% |
| Admin fee / account holder | $387 | $3,671-89.5% | $2,697-85.7% | $10,132-96.2% |