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 | $113,336 | $95,453+18.7% | $112,040+1.2% | $82,448+37.5% |
| Participation rate | 74.6% | 72.8%+1.8pp | 76.5%-1.9pp | 68.1%+6.5pp |
| Annual return | 19.03% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $6,692 | $2,318+188.7% | $2,954+126.5% | $2,551+162.3% |
| Participant deferral / active EE | $4,201 | $4,224-0.5% | $5,098-17.6% | $4,139+1.5% |
| Admin fee / account holder | $1,124 | $9,013-87.5% | $12,098-90.7% | $7,234-84.5% |