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 | $104,524 | $80,717+29.5% | $154,803-32.5% | $84,808+23.2% |
| Participation rate | 76.1% | 66.8%+9.3pp | 78.1%-2.0pp | 68.3%+7.8pp |
| Annual return | 16.55% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,124 | $2,761-23.1% | $4,305-50.7% | $2,631-19.3% |
| Participant deferral / active EE | $6,371 | $3,303+92.9% | $5,540+15.0% | $4,212+51.3% |
| Admin fee / account holder | $1,128 | $6,746-83.3% | $14,329-92.1% | $7,344-84.6% |