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 | $83,516 | $109,881-24.0% | $150,045-44.3% | $84,808-1.5% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 18.73% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,130 | $3,561+16.0% | $4,693-12.0% | $2,631+57.0% |
| Participant deferral / active EE | $12,470 | $6,636+87.9% | $7,997+55.9% | $4,212+196.1% |
| Admin fee / account holder | $7,205 | $8,568-15.9% | $13,435-46.4% | $7,344-1.9% |