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 | $63,610 | $77,813-18.3% | $123,544-48.5% | $64,186-0.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | 31.37% | 12.48%+18.9pp | 119.20%-87.8pp | 7.63%+23.7pp |
| Employer contribution / active EE | $2,520 | $3,014-16.4% | $4,628-45.5% | $2,381+5.8% |
| Participant deferral / active EE | $6,082 | $5,240+16.1% | $6,426-5.3% | $3,470+75.3% |
| Admin fee / account holder | $2,493 | $5,519-54.8% | $9,284-73.1% | $4,888-49.0% |