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 | $128,100 | $81,248+57.7% | $155,509-17.6% | $80,856+58.4% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 10.93% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,714 | $3,100-12.5% | $4,672-41.9% | $2,755-1.5% |
| Participant deferral / active EE | $2,705 | $3,452-21.6% | $5,626-51.9% | $4,296-37.0% |
| Admin fee / account holder | $2,029 | $7,997-74.6% | $15,912-87.2% | $6,918-70.7% |