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 | $84,808 | $83,477+1.6% | $125,175-32.2% | $72,985+16.2% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.3pp | 69.5%+28.6pp |
| Annual return | 26.88% | 25.78%+1.1pp | 43.79%-16.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,871 | $2,345-20.2% | $3,865-51.6% | $2,440-23.3% |
| Participant deferral / active EE | $3,682 | $3,585+2.7% | $4,937-25.4% | $3,607+2.1% |
| Admin fee / account holder | $666 | $5,517-87.9% | $9,702-93.1% | $5,124-87.0% |