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 | $79,861 | $57,354+39.2% | $83,848-4.8% | $64,186+24.4% |
| Participation rate | 83.8% | 68.6%+15.2pp | 76.1%+7.6pp | 69.6%+14.2pp |
| Annual return | 7.85% | 11.38%-3.5pp | 850.88%-843.0pp | 7.63%+0.2pp |
| Employer contribution / active EE | $1,976 | $2,545-22.4% | $3,631-45.6% | $2,381-17.0% |
| Participant deferral / active EE | $2,094 | $2,993-30.0% | $4,082-48.7% | $3,470-39.6% |
| Admin fee / account holder | $783 | $4,046-80.7% | $5,478-85.7% | $4,888-84.0% |