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 | $89,416 | $90,745-1.5% | $130,231-31.3% | $75,163+19.0% |
| Participation rate | 88.0% | 71.1%+16.9pp | 76.3%+11.7pp | 67.2%+20.8pp |
| Annual return | 17.50% | 34.45%-17.0pp | 38.77%-21.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,488 | $3,314+5.3% | $4,126-15.5% | $2,670+30.7% |
| Participant deferral / active EE | $5,922 | $5,362+10.4% | $6,799-12.9% | $4,125+43.5% |
| Admin fee / account holder | $2,081 | $6,331-67.1% | $6,020-65.4% | $5,651-63.2% |