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 | $88,528 | $102,245-13.4% | $89,340-0.9% | $137,256-35.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 17.87% | 21.89%-4.0pp | 20.57%-2.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,919 | $2,529+15.4% | $2,231+30.8% | $4,156-29.8% |
| Participant deferral / active EE | $5,287 | $4,436+19.2% | $3,823+38.3% | $6,407-17.5% |
| Admin fee / account holder | $389 | $8,085-95.2% | $6,704-94.2% | $12,270-96.8% |