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 | $112,690 | $93,571+20.4% | $135,903-17.1% | $75,163+49.9% |
| Participation rate | 89.1% | 75.2%+14.0pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 20.22% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,345 | $3,537-5.4% | $4,856-31.1% | $2,670+25.3% |
| Participant deferral / active EE | $8,883 | $6,404+38.7% | $7,758+14.5% | $4,125+115.3% |
| Admin fee / account holder | $2,962 | $6,975-57.5% | $10,762-72.5% | $5,651-47.6% |