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 | $78,813 | $58,512+34.7% | $84,015-6.2% | $72,985+8.0% |
| Participation rate | 73.2% | 61.2%+12.0pp | 69.0%+4.2pp | 69.5%+3.7pp |
| Annual return | 25.45% | 28.93%-3.5pp | 71.31%-45.9pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,460 | $1,163+197.5% | $1,983+74.5% | $2,440+41.8% |
| Participant deferral / active EE | $5,345 | $2,394+123.3% | $3,239+65.0% | $3,607+48.2% |
| Admin fee / account holder | $448 | $4,569-90.2% | $6,101-92.7% | $5,124-91.3% |