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 | $84,649 | $46,869+80.6% | $122,332-30.8% | $70,131+20.7% |
| Participation rate | 80.0% | 58.2%+21.8pp | 71.6%+8.4pp | 69.5%+10.5pp |
| Annual return | 15.23% | 24.22%-9.0pp | 30.27%-15.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,664 | $1,288+106.8% | $4,050-34.2% | $2,342+13.7% |
| Participant deferral / active EE | $3,949 | $2,166+82.3% | $3,287+20.1% | $3,332+18.5% |
| Admin fee / account holder | $4,814 | $3,322+44.9% | $5,478-12.1% | $4,645+3.6% |