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 | $105,437 | $85,022+24.0% | $70,515+49.5% | $139,434-24.4% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 21.89% | 30.38%-8.5pp | 32.77%-10.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,673 | $3,909-31.6% | $2,973-10.1% | $4,751-43.7% |
| Participant deferral / active EE | $10,389 | $5,890+76.4% | $4,567+127.5% | $6,710+54.8% |
| Admin fee / account holder | $801 | $8,906-91.0% | $6,412-87.5% | $11,403-93.0% |