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 | $90,429 | $103,966-13.0% | $112,887-19.9% | $75,163+20.3% |
| Participation rate | 91.3% | 75.7%+15.6pp | 80.5%+10.8pp | 67.2%+24.1pp |
| Annual return | 14.90% | 24.54%-9.6pp | 34.10%-19.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,324 | $3,870-40.0% | $4,563-49.1% | $2,670-13.0% |
| Participant deferral / active EE | $11,081 | $5,456+103.1% | $6,513+70.1% | $4,125+168.6% |
| Admin fee / account holder | $5,462 | $7,663-28.7% | $7,047-22.5% | $5,651-3.3% |