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 | $97,944 | $76,367+28.3% | $93,606+4.6% | $72,985+34.2% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 22.60% | 25.82%-3.2pp | 32.76%-10.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,649 | $2,275-27.5% | $2,718-39.3% | $2,440-32.4% |
| Participant deferral / active EE | $4,877 | $3,538+37.9% | $4,069+19.9% | $3,607+35.2% |
| Admin fee / account holder | $1,121 | $6,838-83.6% | $7,888-85.8% | $5,124-78.1% |