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 | $117,355 | $93,571+25.4% | $135,903-13.6% | $75,163+56.1% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 24.58% | 30.90%-6.3pp | 68.23%-43.7pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,126 | $3,537-39.9% | $4,856-56.2% | $2,670-20.4% |
| Participant deferral / active EE | $2,959 | $6,404-53.8% | $7,758-61.9% | $4,125-28.3% |
| Admin fee / account holder | $1,216 | $6,975-82.6% | $10,762-88.7% | $5,651-78.5% |