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 | $91,817 | $67,411+36.2% | $91,001+0.9% | $70,131+30.9% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 22.31% | -40.16%+62.5pp | 4.60%+17.7pp | 73.14%-50.8pp |
| Employer contribution / active EE | $2,308 | $1,786+29.2% | $2,456-6.0% | $2,342-1.5% |
| Participant deferral / active EE | $3,195 | $2,823+13.2% | $3,547-9.9% | $3,332-4.1% |
| Admin fee / account holder | $4,309 | $4,236+1.7% | $5,417-20.4% | $4,645-7.2% |