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 | $95,268 | $93,071+2.4% | $74,583+27.7% | $273,961-65.2% |
| Participation rate | 84.2% | 74.9%+9.3pp | 68.1%+16.1pp | 83.0%+1.2pp |
| Annual return | 19.11% | 26.18%-7.1pp | 20.47%-1.4pp | 41.45%-22.3pp |
| Employer contribution / active EE | $2,952 | $3,160-6.6% | $2,525+16.9% | $4,869-39.4% |
| Participant deferral / active EE | $8,920 | $4,160+114.4% | $3,458+157.9% | $5,287+68.7% |
| Admin fee / account holder | $7,223 | $5,272+37.0% | $4,138+74.6% | $10,132-28.7% |