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 | $88,338 | $115,882-23.8% | $100,516-12.1% | $158,922-44.4% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+9.0pp |
| Annual return | 10.76% | 34.79%-24.0pp | 30.89%-20.1pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,844 | $4,103-55.1% | $3,418-46.0% | $4,761-61.3% |
| Participant deferral / active EE | $11,160 | $6,674+67.2% | $6,270+78.0% | $5,982+86.6% |
| Admin fee / account holder | $6,517 | $10,995-40.7% | $8,081-19.3% | $11,246-42.0% |