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 | $99,827 | $90,503+10.3% | $78,689+26.9% | $273,961-63.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 4.76% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,623 | $3,176-17.4% | $2,851-8.0% | $4,869-46.1% |
| Participant deferral / active EE | $5,819 | $3,901+49.2% | $3,517+65.5% | $5,287+10.1% |
| Admin fee / account holder | $457 | $5,263-91.3% | $4,510-89.9% | $10,132-95.5% |