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 | $76,828 | $94,529-18.7% | $140,016-45.1% | $64,186+19.7% |
| Participation rate | 78.1% | 84.1%-6.0pp | 87.5%-9.4pp | 69.6%+8.6pp |
| Annual return | 5.73% | 7.77%-2.0pp | 651.12%-645.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $3,156 | $3,812-17.2% | $5,606-43.7% | $2,381+32.5% |
| Participant deferral / active EE | $7,536 | $5,250+43.5% | $6,927+8.8% | $3,470+117.2% |
| Admin fee / account holder | $2,700 | $6,741-59.9% | $10,705-74.8% | $4,888-44.8% |