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 | $95,022 | $80,968+17.4% | $96,544-1.6% | $75,163+26.4% |
| Participation rate | 86.5% | 71.8%+14.7pp | 76.0%+10.5pp | 67.2%+19.3pp |
| Annual return | 16.44% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,462 | $2,282+7.9% | $2,965-17.0% | $2,670-7.8% |
| Participant deferral / active EE | $6,585 | $3,928+67.6% | $4,851+35.7% | $4,125+59.6% |
| Admin fee / account holder | $7,278 | $6,724+8.2% | $8,252-11.8% | $5,651+28.8% |