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 | $110,463 | $101,724+8.6% | $164,813-33.0% | $80,856+36.6% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.6%+26.5pp |
| Annual return | 11.33% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,520 | $2,953-14.7% | $4,341-41.9% | $2,755-8.5% |
| Participant deferral / active EE | $5,696 | $4,477+27.2% | $6,031-5.6% | $4,296+32.6% |
| Admin fee / account holder | $1,592 | $8,227-80.7% | $12,690-87.5% | $6,918-77.0% |