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 | $105,007 | $109,359-4.0% | $162,163-35.2% | $72,985+43.9% |
| Participation rate | 93.5% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | 23.98% | 25.46%-1.5pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,568 | $3,907-59.9% | $5,614-72.1% | $2,440-35.7% |
| Participant deferral / active EE | $3,715 | $5,481-32.2% | $7,298-49.1% | $3,607+3.0% |
| Admin fee / account holder | $1,977 | $7,972-75.2% | $10,843-81.8% | $5,124-61.4% |