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 | $100,698 | $125,758-19.9% | $169,993-40.8% | $75,163+34.0% |
| Participation rate | 76.7% | 83.6%-6.8pp | 87.0%-10.3pp | 67.2%+9.6pp |
| Annual return | 16.18% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,322 | $4,615-28.0% | $6,785-51.0% | $2,670+24.4% |
| Participant deferral / active EE | $4,834 | $6,837-29.3% | $10,408-53.6% | $4,125+17.2% |
| Admin fee / account holder | $2,291 | $8,173-72.0% | $12,815-82.1% | $5,651-59.5% |