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 | $109,243 | $135,952-19.6% | $123,892-11.8% | $273,961-60.1% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 9.50% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,760 | $5,170-46.6% | $4,617-40.2% | $4,869-43.3% |
| Participant deferral / active EE | $6,304 | $6,343-0.6% | $5,984+5.3% | $5,287+19.2% |
| Admin fee / account holder | $1,161 | $9,817-88.2% | $8,357-86.1% | $10,132-88.5% |