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 | $99,714 | $76,367+30.6% | $93,606+6.5% | $72,985+36.6% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.5%+1.9pp |
| Annual return | 20.13% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $429 | $2,275-81.2% | $2,718-84.2% | $2,440-82.4% |
| Participant deferral / active EE | $2,547 | $3,538-28.0% | $4,069-37.4% | $3,607-29.4% |
| Admin fee / account holder | $11,970 | $6,838+75.0% | $7,888+51.7% | $5,124+133.6% |