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 | $97,717 | $125,758-22.3% | $169,993-42.5% | $75,163+30.0% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 24.51% | 27.20%-2.7pp | 53.37%-28.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $4,449 | $4,615-3.6% | $6,785-34.4% | $2,670+66.6% |
| Participant deferral / active EE | $6,022 | $6,837-11.9% | $10,408-42.1% | $4,125+46.0% |
| Admin fee / account holder | $1,041 | $8,173-87.3% | $12,815-91.9% | $5,651-81.6% |