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 | $98,422 | $73,933+33.1% | $96,683+1.8% | $75,163+30.9% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 19.71% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,439 | $2,928-50.8% | $3,737-61.5% | $2,670-46.1% |
| Participant deferral / active EE | $4,295 | $3,659+17.4% | $4,878-12.0% | $4,125+4.1% |
| Admin fee / account holder | $1,095 | $5,216-79.0% | $6,730-83.7% | $5,651-80.6% |