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 | $79,266 | $83,477-5.0% | $125,175-36.7% | $72,985+8.6% |
| Participation rate | 83.9% | 73.3%+10.6pp | 79.8%+4.1pp | 69.5%+14.4pp |
| Annual return | 26.57% | 25.78%+0.8pp | 43.79%-17.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,295 | $2,345+40.5% | $3,865-14.8% | $2,440+35.0% |
| Participant deferral / active EE | $6,201 | $3,585+73.0% | $4,937+25.6% | $3,607+71.9% |
| Admin fee / account holder | $3,815 | $5,517-30.9% | $9,702-60.7% | $5,124-25.6% |