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 | $86,581 | $118,450-26.9% | $98,439-12.0% | $139,434-37.9% |
| Participation rate | 76.9% | 77.4%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 14.26% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,254 | $3,609-37.5% | $3,048-26.0% | $4,751-52.6% |
| Participant deferral / active EE | $3,771 | $5,392-30.1% | $4,738-20.4% | $6,710-43.8% |
| Admin fee / account holder | $10,151 | $14,026-27.6% | $8,948+13.5% | $11,403-11.0% |