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 | $101,693 | $109,413-7.1% | $156,263-34.9% | $84,808+19.9% |
| Participation rate | 89.7% | 72.7%+17.0pp | 78.9%+10.7pp | 68.3%+21.3pp |
| Annual return | 15.81% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,381 | $2,907-18.1% | $4,333-45.0% | $2,631-9.5% |
| Participant deferral / active EE | $5,589 | $4,590+21.8% | $6,158-9.2% | $4,212+32.7% |
| Admin fee / account holder | $1,650 | $9,357-82.4% | $14,255-88.4% | $7,344-77.5% |