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 | $86,847 | $109,881-21.0% | $150,045-42.1% | $84,808+2.4% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 15.99% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,781 | $3,561-21.9% | $4,693-40.7% | $2,631+5.7% |
| Participant deferral / active EE | $7,033 | $6,636+6.0% | $7,997-12.1% | $4,212+67.0% |
| Admin fee / account holder | $4,856 | $8,568-43.3% | $13,435-63.9% | $7,344-33.9% |