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 | $75,144 | $60,022+25.2% | $88,946-15.5% | $84,808-11.4% |
| Participation rate | 74.2% | 57.8%+16.4pp | 68.8%+5.3pp | 68.3%+5.9pp |
| Annual return | 16.94% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,226 | $1,703+89.5% | $2,555+26.3% | $2,631+22.6% |
| Participant deferral / active EE | $2,829 | $3,114-9.1% | $4,581-38.2% | $4,212-32.8% |
| Admin fee / account holder | $562 | $4,811-88.3% | $8,261-93.2% | $7,344-92.3% |