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 | $83,397 | $86,929-4.1% | $102,423-18.6% | $80,856+3.1% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.6%+23.5pp |
| Annual return | 20.94% | 18.88%+2.1pp | 29.32%-8.4pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,687 | $2,369-28.8% | $3,023-44.2% | $2,755-38.8% |
| Participant deferral / active EE | $4,372 | $4,118+6.2% | $5,053-13.5% | $4,296+1.8% |
| Admin fee / account holder | $2,708 | $8,049-66.4% | $9,451-71.3% | $6,918-60.9% |