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 | $96,091 | $123,793-22.4% | $177,821-46.0% | $79,858+20.3% |
| Participation rate | 88.2% | 84.7%+3.6pp | 87.7%+0.5pp | 69.6%+18.6pp |
| Annual return | 14.66% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,894 | $4,095-29.3% | $5,918-51.1% | $2,471+17.1% |
| Participant deferral / active EE | $3,365 | $5,956-43.5% | $7,714-56.4% | $3,740-10.0% |
| Admin fee / account holder | $421 | $7,243-94.2% | $12,427-96.6% | $5,306-92.1% |