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 | $99,146 | $80,717+22.8% | $154,803-36.0% | $84,808+16.9% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 17.20% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,156 | $2,761-21.9% | $4,305-49.9% | $2,631-18.1% |
| Participant deferral / active EE | $2,427 | $3,303-26.5% | $5,540-56.2% | $4,212-42.4% |
| Admin fee / account holder | $1,395 | $6,746-79.3% | $14,329-90.3% | $7,344-81.0% |