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 | $87,096 | $148,978-41.5% | $200,582-56.6% | $84,808+2.7% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 17.06% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,848 | $4,815-20.1% | $6,419-40.1% | $2,631+46.2% |
| Participant deferral / active EE | $6,021 | $7,142-15.7% | $9,331-35.5% | $4,212+43.0% |
| Admin fee / account holder | $1,624 | $13,977-88.4% | $16,305-90.0% | $7,344-77.9% |