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 | $91,497 | $95,803-4.5% | $113,168-19.1% | $84,808+7.9% |
| Participation rate | 89.9% | 72.9%+17.0pp | 76.6%+13.3pp | 68.3%+21.6pp |
| Annual return | 14.66% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,222 | $2,360+36.5% | $2,975+8.3% | $2,631+22.5% |
| Participant deferral / active EE | $4,972 | $4,242+17.2% | $5,107-2.6% | $4,212+18.1% |
| Admin fee / account holder | $3,695 | $8,989-58.9% | $12,068-69.4% | $7,344-49.7% |