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 | $83,636 | $89,698-6.8% | $103,476-19.2% | $80,856+3.4% |
| Participation rate | 96.6% | 76.0%+20.6pp | 80.5%+16.0pp | 67.6%+28.9pp |
| Annual return | 12.13% | 22.78%-10.6pp | 23.90%-11.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,372 | $4,018+8.8% | $4,672-6.4% | $2,755+58.7% |
| Participant deferral / active EE | $8,122 | $5,456+48.9% | $6,623+22.6% | $4,296+89.1% |
| Admin fee / account holder | $9,043 | $6,768+33.6% | $9,413-3.9% | $6,918+30.7% |