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 | $91,761 | $148,978-38.4% | $200,582-54.3% | $84,808+8.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 17.65% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,890 | $4,815-19.2% | $6,419-39.4% | $2,631+47.8% |
| Participant deferral / active EE | $6,711 | $7,142-6.0% | $9,331-28.1% | $4,212+59.3% |
| Admin fee / account holder | $469 | $13,977-96.6% | $16,305-97.1% | $7,344-93.6% |