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 | $98,152 | $72,277+35.8% | $101,248-3.1% | $79,858+22.9% |
| Participation rate | 77.1% | 68.5%+8.6pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 15.83% | 22.30%-6.5pp | 46.47%-30.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,095 | $2,692-22.2% | $3,660-42.8% | $2,471-15.2% |
| Participant deferral / active EE | $6,863 | $3,282+109.1% | $4,370+57.0% | $3,740+83.5% |
| Admin fee / account holder | $744 | $4,400-83.1% | $5,945-87.5% | $5,306-86.0% |