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 | $112,323 | $123,793-9.3% | $177,821-36.8% | $79,858+40.7% |
| Participation rate | 71.4% | 84.7%-13.2pp | 87.7%-16.3pp | 69.6%+1.8pp |
| Annual return | 21.82% | 22.82%-1.0pp | 48.32%-26.5pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,382 | $4,095-17.4% | $5,918-42.9% | $2,471+36.9% |
| Participant deferral / active EE | $12,224 | $5,956+105.2% | $7,714+58.5% | $3,740+226.8% |
| Admin fee / account holder | $6,169 | $7,243-14.8% | $12,427-50.4% | $5,306+16.3% |