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 | $99,360 | $81,248+22.3% | $155,509-36.1% | $80,856+22.9% |
| Participation rate | 84.9% | 66.2%+18.7pp | 78.2%+6.7pp | 67.6%+17.3pp |
| Annual return | 11.74% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,715 | $3,100-12.4% | $4,672-41.9% | $2,755-1.5% |
| Participant deferral / active EE | $6,129 | $3,452+77.6% | $5,626+8.9% | $4,296+42.7% |
| Admin fee / account holder | $7,786 | $7,997-2.6% | $15,912-51.1% | $6,918+12.5% |