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 | $43,199 | $57,065-24.3% | $75,670-42.9% | $70,131-38.4% |
| Participation rate | 86.4% | 68.1%+18.3pp | 72.3%+14.0pp | 69.5%+16.8pp |
| Annual return | 27.94% | 23.57%+4.4pp | 27.34%+0.6pp | 73.14%-45.2pp |
| Employer contribution / active EE | $2,093 | $1,817+15.2% | $2,352-11.0% | $2,342-10.6% |
| Participant deferral / active EE | $4,255 | $2,580+64.9% | $3,142+35.4% | $3,332+27.7% |
| Admin fee / account holder | $803 | $3,825-79.0% | $5,800-86.1% | $4,645-82.7% |