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 | $46,376 | $65,365-29.1% | $92,893-50.1% | $72,985-36.5% |
| Participation rate | 75.5% | 68.3%+7.2pp | 76.0%-0.5pp | 69.5%+6.0pp |
| Annual return | 20.92% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,082 | $2,594-19.8% | $3,653-43.0% | $2,440-14.7% |
| Participant deferral / active EE | $4,448 | $3,128+42.2% | $4,236+5.0% | $3,607+23.3% |
| Admin fee / account holder | $7,234 | $4,251+70.2% | $5,794+24.9% | $5,124+41.2% |