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 | $117,870 | $148,978-20.9% | $200,582-41.2% | $84,808+39.0% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 17.26% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,394 | $4,815-29.5% | $6,419-47.1% | $2,631+29.0% |
| Participant deferral / active EE | $6,305 | $7,142-11.7% | $9,331-32.4% | $4,212+49.7% |
| Admin fee / account holder | $730 | $13,977-94.8% | $16,305-95.5% | $7,344-90.1% |