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 | $91,325 | $93,571-2.4% | $135,903-32.8% | $75,163+21.5% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 19.19% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,372 | $3,537-32.9% | $4,856-51.1% | $2,670-11.1% |
| Participant deferral / active EE | $6,833 | $6,404+6.7% | $7,758-11.9% | $4,125+65.6% |
| Admin fee / account holder | $1,362 | $6,975-80.5% | $10,762-87.3% | $5,651-75.9% |