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 | $93,524 | $138,347-32.4% | $184,203-49.2% | $80,856+15.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 19.18% | 20.02%-0.8pp | 28.81%-9.6pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,225 | $4,850-33.5% | $6,427-49.8% | $2,755+17.1% |
| Participant deferral / active EE | $6,535 | $7,071-7.6% | $9,131-28.4% | $4,296+52.1% |
| Admin fee / account holder | $854 | $10,483-91.9% | $13,901-93.9% | $6,918-87.7% |