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 | $93,170 | $93,571-0.4% | $135,903-31.4% | $75,163+24.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 26.37% | 30.90%-4.5pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $3,160 | $3,537-10.6% | $4,856-34.9% | $2,670+18.4% |
| Participant deferral / active EE | $5,499 | $6,404-14.1% | $7,758-29.1% | $4,125+33.3% |
| Admin fee / account holder | $5,693 | $6,975-18.4% | $10,762-47.1% | $5,651+0.7% |