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 | $84,077 | $72,012+16.8% | $185,823-54.8% | $79,858+5.3% |
| Participation rate | 73.3% | 65.8%+7.6pp | 78.0%-4.7pp | 69.6%+3.7pp |
| Annual return | 17.68% | 23.12%-5.4pp | 35.95%-18.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,876 | $1,965-4.5% | $4,087-54.1% | $2,471-24.1% |
| Participant deferral / active EE | $5,326 | $3,779+41.0% | $5,632-5.4% | $3,740+42.4% |
| Admin fee / account holder | $1,063 | $4,513-76.5% | $9,500-88.8% | $5,306-80.0% |