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 | $89,127 | $109,359-18.5% | $162,163-45.0% | $72,985+22.1% |
| Participation rate | 75.7% | 84.3%-8.6pp | 87.6%-11.9pp | 69.5%+6.2pp |
| Annual return | 22.45% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,059 | $3,907-47.3% | $5,614-63.3% | $2,440-15.6% |
| Participant deferral / active EE | $6,979 | $5,481+27.3% | $7,298-4.4% | $3,607+93.5% |
| Admin fee / account holder | $8,176 | $7,972+2.6% | $10,843-24.6% | $5,124+59.6% |