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 | $104,304 | $109,881-5.1% | $150,045-30.5% | $84,808+23.0% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 16.57% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,061 | $3,561+14.0% | $4,693-13.5% | $2,631+54.4% |
| Participant deferral / active EE | $10,106 | $6,636+52.3% | $7,997+26.4% | $4,212+140.0% |
| Admin fee / account holder | $7,256 | $8,568-15.3% | $13,435-46.0% | $7,344-1.2% |