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 | $79,228 | $106,749-25.8% | $145,433-45.5% | $82,448-3.9% |
| Participation rate | 84.1% | 75.6%+8.4pp | 82.1%+2.0pp | 68.1%+16.0pp |
| Annual return | 21.91% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,622 | $3,444-52.9% | $4,554-64.4% | $2,551-36.4% |
| Participant deferral / active EE | $7,894 | $6,519+21.1% | $7,8970% | $4,139+90.7% |
| Admin fee / account holder | $3,877 | $8,390-53.8% | $13,129-70.5% | $7,234-46.4% |