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 | $101,636 | $76,552+32.8% | $123,892-18.0% | $62,891+61.6% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 8.26% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,748 | $2,883-4.7% | $4,617-40.5% | $2,281+20.5% |
| Participant deferral / active EE | $7,128 | $4,840+47.3% | $5,984+19.1% | $3,203+122.6% |
| Admin fee / account holder | $367 | $4,826-92.4% | $8,357-95.6% | $4,296-91.5% |