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 | $96,609 | $138,347-30.2% | $184,203-47.6% | $80,856+19.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 15.37% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,799 | $4,850-21.7% | $6,427-40.9% | $2,755+37.9% |
| Participant deferral / active EE | $3,678 | $7,071-48.0% | $9,131-59.7% | $4,296-14.4% |
| Admin fee / account holder | $8,625 | $10,483-17.7% | $13,901-38.0% | $6,918+24.7% |