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 | $99,353 | $80,673+23.2% | $101,326-1.9% | $84,808+17.2% |
| Participation rate | 90.6% | 77.8%+12.8pp | 81.5%+9.1pp | 68.3%+22.3pp |
| Annual return | 15.55% | 38.95%-23.4pp | 36.82%-21.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,991 | $2,698+10.9% | $3,665-18.4% | $2,631+13.7% |
| Participant deferral / active EE | $3,810 | $6,840-44.3% | $7,994-52.3% | $4,212-9.5% |
| Admin fee / account holder | $499 | $12,784-96.1% | $11,185-95.5% | $7,344-93.2% |