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 | $95,724 | $109,881-12.9% | $150,045-36.2% | $84,808+12.9% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 19.43% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,930 | $3,561-17.7% | $4,693-37.6% | $2,631+11.4% |
| Participant deferral / active EE | $8,340 | $6,636+25.7% | $7,997+4.3% | $4,212+98.0% |
| Admin fee / account holder | $506 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |