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 | $88,930 | $109,881-19.1% | $150,045-40.7% | $84,808+4.9% |
| Participation rate | 91.1% | 76.1%+15.0pp | 82.3%+8.8pp | 68.3%+22.8pp |
| Annual return | 17.24% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,357 | $3,561-5.7% | $4,693-28.5% | $2,631+27.6% |
| Participant deferral / active EE | $5,444 | $6,636-18.0% | $7,997-31.9% | $4,212+29.3% |
| Admin fee / account holder | $23,278 | $8,568+171.7% | $13,435+73.3% | $7,344+217.0% |