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 | $81,355 | $83,477-2.5% | $125,175-35.0% | $72,985+11.5% |
| Participation rate | 73.2% | 73.3%-0.1pp | 79.8%-6.5pp | 69.5%+3.8pp |
| Annual return | 24.59% | 25.78%-1.2pp | 43.79%-19.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $962 | $2,345-59.0% | $3,865-75.1% | $2,440-60.6% |
| Participant deferral / active EE | $2,682 | $3,585-25.2% | $4,937-45.7% | $3,607-25.7% |
| Admin fee / account holder | $2,911 | $5,517-47.2% | $9,702-70.0% | $5,124-43.2% |