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 | $90,241 | $93,071-3.0% | $74,583+21.0% | $273,961-67.1% |
| Participation rate | 95.2% | 74.9%+20.3pp | 68.1%+27.1pp | 83.0%+12.2pp |
| Annual return | 9.31% | 26.18%-16.9pp | 20.47%-11.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,703 | $3,160+17.2% | $2,525+46.6% | $4,869-23.9% |
| Participant deferral / active EE | $9,207 | $4,160+121.3% | $3,458+166.2% | $5,287+74.1% |
| Admin fee / account holder | $574 | $5,272-89.1% | $4,138-86.1% | $10,132-94.3% |