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 | $89,188 | $109,881-18.8% | $150,045-40.6% | $84,808+5.2% |
| Participation rate | 91.8% | 76.1%+15.8pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 20.77% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,987 | $3,561+12.0% | $4,693-15.0% | $2,631+51.5% |
| Participant deferral / active EE | $4,671 | $6,636-29.6% | $7,997-41.6% | $4,212+10.9% |
| Admin fee / account holder | $3,367 | $8,568-60.7% | $13,435-74.9% | $7,344-54.1% |