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 | $99,172 | $76,367+29.9% | $93,606+5.9% | $72,985+35.9% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.5%+20.5pp |
| Annual return | 24.20% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,581 | $2,275-30.5% | $2,718-41.8% | $2,440-35.2% |
| Participant deferral / active EE | $3,070 | $3,538-13.2% | $4,069-24.5% | $3,607-14.9% |
| Admin fee / account holder | $5,494 | $6,838-19.7% | $7,888-30.4% | $5,124+7.2% |