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 | $78,750 | $58,512+34.6% | $84,015-6.3% | $72,985+7.9% |
| Participation rate | 96.6% | 61.2%+35.4pp | 69.0%+27.6pp | 69.5%+27.1pp |
| Annual return | 17.96% | 28.93%-11.0pp | 71.31%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,936 | $1,163+66.4% | $1,983-2.4% | $2,440-20.7% |
| Participant deferral / active EE | $2,909 | $2,394+21.5% | $3,239-10.2% | $3,607-19.4% |
| Admin fee / account holder | $12,152 | $4,569+166.0% | $6,101+99.2% | $5,124+137.1% |