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 | $92,953 | $95,266-2.4% | $82,389+12.8% | $142,382-34.7% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.5%+4.1pp | 80.1%-6.4pp |
| Annual return | 13.31% | 25.74%-12.4pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,066 | $2,991-30.9% | $2,517-17.9% | $4,299-52.0% |
| Participant deferral / active EE | $2,991 | $4,809-37.8% | $4,155-28.0% | $6,507-54.0% |
| Admin fee / account holder | $2,411 | $8,563-71.9% | $7,231-66.7% | $12,624-80.9% |