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 | $99,085 | $138,347-28.4% | $184,203-46.2% | $80,856+22.5% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 11.28% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,458 | $4,850-8.1% | $6,427-30.6% | $2,755+61.8% |
| Participant deferral / active EE | $6,400 | $7,071-9.5% | $9,131-29.9% | $4,296+49.0% |
| Admin fee / account holder | $5,575 | $10,483-46.8% | $13,901-59.9% | $6,918-19.4% |