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 | $67,261 | $76,552-12.1% | $123,892-45.7% | $62,891+6.9% |
| Participation rate | 80.6% | 73.0%+7.7pp | 81.4%-0.8pp | 69.3%+11.3pp |
| Annual return | 8.32% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,876 | $2,883+34.5% | $4,617-16.1% | $2,281+69.9% |
| Participant deferral / active EE | $8,694 | $4,840+79.6% | $5,984+45.3% | $3,203+171.5% |
| Admin fee / account holder | $1,016 | $4,826-79.0% | $8,357-87.8% | $4,296-76.4% |