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 | $106,439 | $83,477+27.5% | $125,175-15.0% | $72,985+45.8% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.5%+6.5pp |
| Annual return | 21.23% | 25.78%-4.5pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,079 | $2,345-11.4% | $3,865-46.2% | $2,440-14.8% |
| Participant deferral / active EE | $9,096 | $3,585+153.7% | $4,937+84.3% | $3,607+152.2% |
| Admin fee / account holder | $45,729 | $5,517+728.8% | $9,702+371.3% | $5,124+792.4% |