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 | $86,843 | $70,428+23.3% | $96,562-10.1% | $85,850+1.2% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 11.15% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,244 | $1,413-11.9% | $2,356-47.2% | $2,565-51.5% |
| Participant deferral / active EE | $5,828 | $2,894+101.4% | $3,849+51.4% | $3,952+47.5% |
| Admin fee / account holder | $5,411 | $4,997+8.3% | $6,181-12.4% | $6,260-13.6% |