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 | $109,804 | $78,672+39.6% | $109,143+0.6% | $85,850+27.9% |
| Participation rate | 93.5% | 68.3%+25.3pp | 75.9%+17.7pp | 69.3%+24.2pp |
| Annual return | 18.11% | 25.09%-7.0pp | 25.75%-7.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,482 | $2,735-9.2% | $3,722-33.3% | $2,565-3.2% |
| Participant deferral / active EE | $5,292 | $3,467+52.6% | $4,653+13.7% | $3,952+33.9% |
| Admin fee / account holder | $4,382 | $5,469-19.9% | $6,752-35.1% | $6,260-30.0% |