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 | $76,487 | $100,923-24.2% | $150,045-49.0% | $74,304+2.9% |
| Participation rate | 77.1% | 70.1%+7.0pp | 82.3%-5.2pp | 60.3%+16.8pp |
| Annual return | 29.73% | 51.77%-22.0pp | 62.55%-32.8pp | 29.43%+0.3pp |
| Employer contribution / active EE | $3,734 | $3,463+7.8% | $4,693-20.4% | $2,241+66.6% |
| Participant deferral / active EE | $9,432 | $6,709+40.6% | $7,997+17.9% | $3,767+150.4% |
| Admin fee / account holder | $2,436 | $2,767-11.9% | $13,435-81.9% | $2,969-17.9% |