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 | $80,634 | $82,032-1.7% | $123,104-34.5% | $59,632+35.2% |
| Participation rate | 80.5% | 83.2%-2.7pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | 3.76% | 5.12%-1.4pp | 13.22%-9.5pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $6,567 | $3,297+99.2% | $5,151+27.5% | $2,203+198.1% |
| Participant deferral / active EE | $8,067 | $4,667+72.9% | $6,230+29.5% | $3,192+152.8% |
| Admin fee / account holder | $12,597 | $5,881+114.2% | $9,015+39.7% | $4,297+193.2% |