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 | $89,250 | $68,547+30.2% | $120,354-25.8% | $80,856+10.4% |
| Participation rate | 97.0% | 61.6%+35.4pp | 71.9%+25.1pp | 67.6%+29.3pp |
| Annual return | 11.45% | 23.60%-12.1pp | 107.15%-95.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,841 | $2,051-10.2% | $3,463-46.8% | $2,755-33.2% |
| Participant deferral / active EE | $2,323 | $3,173-26.8% | $4,991-53.4% | $4,296-45.9% |
| Admin fee / account holder | $3,805 | $5,732-33.6% | $9,423-59.6% | $6,918-45.0% |