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 | $101,352 | $123,793-18.1% | $177,821-43.0% | $79,858+26.9% |
| Participation rate | 90.3% | 84.7%+5.7pp | 87.7%+2.6pp | 69.6%+20.7pp |
| Annual return | 18.96% | 22.82%-3.9pp | 48.32%-29.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,238 | $4,095+3.5% | $5,918-28.4% | $2,471+71.5% |
| Participant deferral / active EE | $10,856 | $5,956+82.3% | $7,714+40.7% | $3,740+190.3% |
| Admin fee / account holder | $10,175 | $7,243+40.5% | $12,427-18.1% | $5,306+91.8% |