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 | $75,780 | $86,929-12.8% | $102,423-26.0% | $80,856-6.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 28.17% | 18.88%+9.3pp | 29.32%-1.1pp | 35.59%-7.4pp |
| Employer contribution / active EE | $2,986 | $2,369+26.0% | $3,023-1.2% | $2,755+8.4% |
| Participant deferral / active EE | $5,585 | $4,118+35.6% | $5,053+10.5% | $4,296+30.0% |
| Admin fee / account holder | $1,547 | $8,049-80.8% | $9,451-83.6% | $6,918-77.6% |