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 | $108,300 | $109,881-1.4% | $150,045-27.8% | $84,808+27.7% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 20.10% | 28.25%-8.1pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,917 | $3,561-46.2% | $4,693-59.1% | $2,631-27.1% |
| Participant deferral / active EE | $4,323 | $6,636-34.9% | $7,997-45.9% | $4,212+2.6% |
| Admin fee / account holder | $970 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |