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 | $132,889 | $101,724+30.6% | $164,813-19.4% | $80,856+64.4% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 14.71% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,074 | $2,953+4.1% | $4,341-29.2% | $2,755+11.6% |
| Participant deferral / active EE | $6,414 | $4,477+43.3% | $6,031+6.4% | $4,296+49.3% |
| Admin fee / account holder | $1,902 | $8,227-76.9% | $12,690-85.0% | $6,918-72.5% |