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 | $79,920 | $79,9440% | $98,439-18.8% | $75,163+6.3% |
| Participation rate | 89.2% | 70.4%+18.8pp | 75.2%+14.0pp | 67.2%+22.0pp |
| Annual return | 15.14% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,627 | $2,264-28.1% | $3,048-46.6% | $2,670-39.0% |
| Participant deferral / active EE | $3,946 | $3,752+5.2% | $4,738-16.7% | $4,125-4.4% |
| Admin fee / account holder | $1,430 | $6,840-79.1% | $8,948-84.0% | $5,651-74.7% |