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 | $111,991 | $94,625+18.4% | $116,228-3.6% | $84,808+32.1% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.6%-3.1pp | 68.3%+3.1pp |
| Annual return | 24.00% | 20.40%+3.6pp | 90.06%-66.1pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,163 | $2,347-7.8% | $2,994-27.8% | $2,631-17.8% |
| Participant deferral / active EE | $8,440 | $3,972+112.5% | $4,953+70.4% | $4,212+100.4% |
| Admin fee / account holder | $7,792 | $10,091-22.8% | $11,989-35.0% | $7,344+6.1% |