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 7-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 | $108,183 | $118,450-8.7% | $98,439+9.9% | $139,434-22.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 12.49% | 18.94%-6.4pp | 21.16%-8.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $959 | $3,609-73.4% | $3,048-68.5% | $4,751-79.8% |
| Participant deferral / active EE | $2,366 | $5,392-56.1% | $4,738-50.1% | $6,710-64.7% |
| Admin fee / account holder | $6,503 | $14,026-53.6% | $8,948-27.3% | $11,403-43.0% |