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 | $81,946 | $93,571-12.4% | $135,903-39.7% | $75,163+9.0% |
| Participation rate | 79.0% | 75.2%+3.9pp | 81.9%-2.9pp | 67.2%+11.8pp |
| Annual return | 21.04% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $5,652 | $3,537+59.8% | $4,856+16.4% | $2,670+111.7% |
| Participant deferral / active EE | $9,012 | $6,404+40.7% | $7,758+16.2% | $4,125+118.5% |
| Admin fee / account holder | $1,916 | $6,975-72.5% | $10,762-82.2% | $5,651-66.1% |