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 | $80,538 | $103,949-22.5% | $69,182+16.4% | $273,961-70.6% |
| Participation rate | 73.3% | 67.4%+6.0pp | 55.1%+18.2pp | 83.0%-9.7pp |
| Annual return | 10.39% | 35.28%-24.9pp | -21.93%+32.3pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,709 | $1,783+108.0% | $1,206+207.5% | $4,869-23.8% |
| Participant deferral / active EE | $2,743 | $2,716+1.0% | $1,897+44.6% | $5,287-48.1% |
| Admin fee / account holder | $856 | $3,671-76.7% | $2,697-68.3% | $10,132-91.6% |