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 | $87,152 | $80,968+7.6% | $96,544-9.7% | $75,163+16.0% |
| Participation rate | 70.6% | 71.8%-1.2pp | 76.0%-5.4pp | 67.2%+3.4pp |
| Annual return | 18.35% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,418 | $2,282+49.8% | $2,965+15.3% | $2,670+28.0% |
| Participant deferral / active EE | $9,026 | $3,928+129.8% | $4,851+86.1% | $4,125+118.8% |
| Admin fee / account holder | $5,529 | $6,724-17.8% | $8,252-33.0% | $5,651-2.2% |