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 | $94,180 | $73,933+27.4% | $96,683-2.6% | $75,163+25.3% |
| Participation rate | 74.1% | 66.4%+7.7pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 13.85% | 26.70%-12.9pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $4,201 | $2,928+43.5% | $3,737+12.4% | $2,670+57.3% |
| Participant deferral / active EE | $8,288 | $3,659+126.5% | $4,878+69.9% | $4,125+100.9% |
| Admin fee / account holder | $2,295 | $5,216-56.0% | $6,730-65.9% | $5,651-59.4% |