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 | $81,124 | $70,428+15.2% | $96,562-16.0% | $85,850-5.5% |
| Participation rate | 73.3% | 61.8%+11.5pp | 69.8%+3.5pp | 69.3%+4.0pp |
| Annual return | 17.70% | 18.59%-0.9pp | 37.78%-20.1pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,538 | $1,413+8.9% | $2,356-34.7% | $2,565-40.0% |
| Participant deferral / active EE | $2,397 | $2,894-17.2% | $3,849-37.7% | $3,952-39.3% |
| Admin fee / account holder | $518 | $4,997-89.6% | $6,181-91.6% | $6,260-91.7% |