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 | $75,760 | $100,923-24.9% | $150,045-49.5% | $74,304+2.0% |
| Participation rate | 83.7% | 70.1%+13.6pp | 82.3%+1.3pp | 60.3%+23.3pp |
| Annual return | 46.44% | 51.77%-5.3pp | 62.55%-16.1pp | 29.43%+17.0pp |
| Employer contribution / active EE | $3,422 | $3,463-1.2% | $4,693-27.1% | $2,241+52.7% |
| Participant deferral / active EE | $5,913 | $6,709-11.9% | $7,997-26.1% | $3,767+57.0% |
| Admin fee / account holder | $2,562 | $2,767-7.4% | $13,435-80.9% | $2,969-13.7% |