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 | $89,669 | $62,672+43.1% | $185,117-51.6% | $70,131+27.9% |
| Participation rate | 72.2% | 63.8%+8.4pp | 77.3%-5.0pp | 69.5%+2.7pp |
| Annual return | 21.45% | 40.79%-19.3pp | 40.50%-19.1pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,725 | $1,753-1.6% | $4,182-58.7% | $2,342-26.3% |
| Participant deferral / active EE | $4,435 | $3,272+35.6% | $5,045-12.1% | $3,332+33.1% |
| Admin fee / account holder | $4,539 | $3,932+15.5% | $8,159-44.4% | $4,645-2.3% |