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 | $115,596 | $125,758-8.1% | $169,993-32.0% | $75,163+53.8% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 15.20% | 27.20%-12.0pp | 53.37%-38.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,772 | $4,615-18.3% | $6,785-44.4% | $2,670+41.3% |
| Participant deferral / active EE | $8,711 | $6,837+27.4% | $10,408-16.3% | $4,125+111.2% |
| Admin fee / account holder | $5,061 | $8,173-38.1% | $12,815-60.5% | $5,651-10.4% |