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 | $64,803 | $63,355+2.3% | $91,989-29.6% | $72,985-11.2% |
| Participation rate | 97.1% | 72.5%+24.5pp | 78.6%+18.4pp | 69.5%+27.6pp |
| Annual return | 25.59% | 35.35%-9.8pp | 69.02%-43.4pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,860 | $2,116+82.5% | $3,452+11.8% | $2,440+58.2% |
| Participant deferral / active EE | $6,811 | $4,883+39.5% | $5,923+15.0% | $3,607+88.8% |
| Admin fee / account holder | $3,048 | $4,668-34.7% | $7,743-60.6% | $5,124-40.5% |