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 | $82,152 | $109,359-24.9% | $162,163-49.3% | $72,985+12.6% |
| Participation rate | 91.8% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 22.14% | 25.46%-3.3pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,249 | $3,907-16.8% | $5,614-42.1% | $2,440+33.2% |
| Participant deferral / active EE | $6,265 | $5,481+14.3% | $7,298-14.2% | $3,607+73.7% |
| Admin fee / account holder | $5,341 | $7,972-33.0% | $10,843-50.7% | $5,124+4.2% |