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 | $107,061 | $109,881-2.6% | $150,045-28.6% | $84,808+26.2% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.2pp | 68.3%+4.9pp |
| Annual return | 14.38% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,245 | $3,561-37.0% | $4,693-52.2% | $2,631-14.7% |
| Participant deferral / active EE | $6,432 | $6,636-3.1% | $7,997-19.6% | $4,212+52.7% |
| Admin fee / account holder | $8,317 | $8,568-2.9% | $13,435-38.1% | $7,344+13.3% |