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 | $95,040 | $109,359-13.1% | $162,163-41.4% | $72,985+30.2% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 25.40% | 25.46%-0.1pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,191 | $3,907-43.9% | $5,614-61.0% | $2,440-10.2% |
| Participant deferral / active EE | $2,603 | $5,481-52.5% | $7,298-64.3% | $3,607-27.8% |
| Admin fee / account holder | $9,511 | $7,972+19.3% | $10,843-12.3% | $5,124+85.6% |