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 | $94,219 | $109,413-13.9% | $156,263-39.7% | $84,808+11.1% |
| Participation rate | 93.1% | 72.7%+20.4pp | 78.9%+14.2pp | 68.3%+24.8pp |
| Annual return | 13.89% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,426 | $2,907-16.5% | $4,333-44.0% | $2,631-7.8% |
| Participant deferral / active EE | $5,111 | $4,590+11.4% | $6,158-17.0% | $4,212+21.4% |
| Admin fee / account holder | $3,659 | $9,357-60.9% | $14,255-74.3% | $7,344-50.2% |