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 | $66,093 | $87,841-24.8% | $133,980-50.7% | $62,891+5.1% |
| Participation rate | 86.7% | 83.4%+3.3pp | 87.1%-0.4pp | 69.3%+17.4pp |
| Annual return | 9.12% | 12.05%-2.9pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,890 | $3,483+40.4% | $5,211-6.2% | $2,281+114.4% |
| Participant deferral / active EE | $8,792 | $4,812+82.7% | $6,282+40.0% | $3,203+174.5% |
| Admin fee / account holder | $746 | $5,371-86.1% | $9,324-92.0% | $4,296-82.6% |