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 | $84,599 | $123,793-31.7% | $177,821-52.4% | $79,858+5.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.7%-0.2pp | 69.6%+17.9pp |
| Annual return | 18.28% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,500 | $4,095-14.5% | $5,918-40.9% | $2,471+41.7% |
| Participant deferral / active EE | $6,538 | $5,956+9.8% | $7,714-15.2% | $3,740+74.8% |
| Admin fee / account holder | $383 | $7,243-94.7% | $12,427-96.9% | $5,306-92.8% |