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 | $75,355 | $83,477-9.7% | $125,175-39.8% | $72,985+3.2% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.5%+21.8pp |
| Annual return | 18.92% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,531 | $2,345-34.7% | $3,865-60.4% | $2,440-37.3% |
| Participant deferral / active EE | $2,841 | $3,585-20.8% | $4,937-42.5% | $3,607-21.3% |
| Admin fee / account holder | $2,863 | $5,517-48.1% | $9,702-70.5% | $5,124-44.1% |