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 | $107,143 | $125,758-14.8% | $169,993-37.0% | $75,163+42.5% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 25.02% | 27.20%-2.2pp | 53.37%-28.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $5,057 | $4,615+9.6% | $6,785-25.5% | $2,670+89.4% |
| Participant deferral / active EE | $11,504 | $6,837+68.2% | $10,408+10.5% | $4,125+178.9% |
| Admin fee / account holder | $3,203 | $8,173-60.8% | $12,815-75.0% | $5,651-43.3% |