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 | $75,690 | $37,426+102.2% | $77,482-2.3% | $79,858-5.2% |
| Participation rate | 75.5% | 41.5%+34.0pp | 54.2%+21.3pp | 69.6%+5.9pp |
| Annual return | 14.53% | 39.70%-25.2pp | 54.79%-40.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,126 | $637+233.9% | $986+115.5% | $2,471-14.0% |
| Participant deferral / active EE | $4,142 | $1,260+228.7% | $1,861+122.5% | $3,740+10.7% |
| Admin fee / account holder | $2,757 | $2,504+10.1% | $2,858-3.5% | $5,306-48.0% |