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 | $105,038 | $125,758-16.5% | $169,993-38.2% | $75,163+39.7% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 16.38% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,109 | $4,615-32.6% | $6,785-54.2% | $2,670+16.5% |
| Participant deferral / active EE | $6,663 | $6,837-2.6% | $10,408-36.0% | $4,125+61.5% |
| Admin fee / account holder | $1,358 | $8,173-83.4% | $12,815-89.4% | $5,651-76.0% |