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 | $73,534 | $94,031-21.8% | $115,768-36.5% | $82,448-10.8% |
| Participation rate | 73.7% | 70.4%+3.3pp | 74.4%-0.7pp | 68.1%+5.6pp |
| Annual return | 17.50% | 20.61%-3.1pp | 100.46%-83.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,761 | $2,323+18.9% | $2,940-6.1% | $2,551+8.2% |
| Participant deferral / active EE | $5,336 | $3,972+34.3% | $4,917+8.5% | $4,139+28.9% |
| Admin fee / account holder | $1,503 | $10,249-85.3% | $12,439-87.9% | $7,234-79.2% |