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 | $83,237 | $146,267-43.1% | $197,124-57.8% | $82,448+1.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 86.7%-4.9pp | 68.1%+13.8pp |
| Annual return | 24.03% | 29.61%-5.6pp | 44.34%-20.3pp | 41.64%-17.6pp |
| Employer contribution / active EE | $2,239 | $4,723-52.6% | $6,227-64.0% | $2,551-12.2% |
| Participant deferral / active EE | $7,659 | $7,035+8.9% | $9,135-16.2% | $4,139+85.0% |
| Admin fee / account holder | $2,732 | $14,422-81.1% | $16,298-83.2% | $7,234-62.2% |