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 | $105,366 | $171,164-38.4% | $127,761-17.5% | $152,861-31.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.0%+6.7pp | 82.4%+3.3pp |
| Annual return | 24.54% | 23.54%+1.0pp | 26.14%-1.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,760 | $5,447-49.3% | $4,574-39.7% | $4,762-42.0% |
| Participant deferral / active EE | $7,701 | $7,038+9.4% | $6,021+27.9% | $5,850+31.6% |
| Admin fee / account holder | $2,021 | $14,530-86.1% | $9,395-78.5% | $11,596-82.6% |