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 | $79,379 | $46,553+70.5% | $64,056+23.9% | $75,163+5.6% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 19.55% | 26.03%-6.5pp | 33.69%-14.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,684 | $1,974+36.0% | $2,747-2.3% | $2,670+0.5% |
| Participant deferral / active EE | $7,825 | $2,837+175.9% | $3,880+101.7% | $4,125+89.7% |
| Admin fee / account holder | $3,372 | $2,952+14.2% | $3,068+9.9% | $5,651-40.3% |