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 | $99,363 | $81,248+22.3% | $155,509-36.1% | $80,856+22.9% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 12.00% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,086 | $3,100-0.5% | $4,672-34.0% | $2,755+12.0% |
| Participant deferral / active EE | $5,677 | $3,452+64.5% | $5,626+0.9% | $4,296+32.1% |
| Admin fee / account holder | $7,770 | $7,997-2.8% | $15,912-51.2% | $6,918+12.3% |