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 | $99,434 | $123,793-19.7% | $177,821-44.1% | $79,858+24.5% |
| Participation rate | 77.6% | 84.7%-7.0pp | 87.7%-10.1pp | 69.6%+8.0pp |
| Annual return | 26.52% | 22.82%+3.7pp | 48.32%-21.8pp | 31.71%-5.2pp |
| Employer contribution / active EE | $4,500 | $4,095+9.9% | $5,918-24.0% | $2,471+82.1% |
| Participant deferral / active EE | $9,920 | $5,956+66.5% | $7,714+28.6% | $3,740+165.2% |
| Admin fee / account holder | $601 | $7,243-91.7% | $12,427-95.2% | $5,306-88.7% |