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 | $93,649 | $79,944+17.1% | $98,439-4.9% | $75,163+24.6% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.2%-3.2pp | 67.2%+4.8pp |
| Annual return | 19.54% | 19.75%-0.2pp | 21.16%-1.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,794 | $2,264-20.7% | $3,048-41.1% | $2,670-32.8% |
| Participant deferral / active EE | $5,555 | $3,752+48.0% | $4,738+17.2% | $4,125+34.7% |
| Admin fee / account holder | $843 | $6,840-87.7% | $8,948-90.6% | $5,651-85.1% |