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 | $92,594 | $117,983-21.5% | $101,794-9.0% | $142,382-35.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 19.12% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,620 | $2,773-5.5% | $2,289+14.5% | $4,299-39.1% |
| Participant deferral / active EE | $5,371 | $4,714+14.0% | $4,084+31.5% | $6,507-17.5% |
| Admin fee / account holder | $389 | $10,433-96.3% | $8,777-95.6% | $12,624-96.9% |