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 | $82,838 | $106,749-22.4% | $145,433-43.0% | $82,448+0.5% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 20.63% | 27.59%-7.0pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $6,890 | $3,444+100.0% | $4,554+51.3% | $2,551+170.1% |
| Participant deferral / active EE | $10,315 | $6,519+58.2% | $7,897+30.6% | $4,139+149.2% |
| Admin fee / account holder | $5,685 | $8,390-32.2% | $13,129-56.7% | $7,234-21.4% |