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 | $85,850 | $86,929-1.2% | $102,423-16.2% | $80,856+6.2% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | 16.15% | 18.88%-2.7pp | 29.32%-13.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,444 | $2,369+3.1% | $3,023-19.2% | $2,755-11.3% |
| Participant deferral / active EE | $6,393 | $4,118+55.2% | $5,053+26.5% | $4,296+48.8% |
| Admin fee / account holder | $1,335 | $8,049-83.4% | $9,451-85.9% | $6,918-80.7% |