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 5-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 | $107,785 | $109,881-1.9% | $150,045-28.2% | $84,808+27.1% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 24.45% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,465 | $3,561-2.7% | $4,693-26.2% | $2,631+31.7% |
| Participant deferral / active EE | $14,885 | $6,636+124.3% | $7,997+86.1% | $4,212+253.4% |
| Admin fee / account holder | $2,723 | $8,568-68.2% | $13,435-79.7% | $7,344-62.9% |