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 | $96,138 | $135,952-29.3% | $123,892-22.4% | $273,961-64.9% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 13.70% | 56.63%-42.9pp | 47.52%-33.8pp | 41.45%-27.8pp |
| Employer contribution / active EE | $3,002 | $5,170-41.9% | $4,617-35.0% | $4,869-38.3% |
| Participant deferral / active EE | $9,885 | $6,343+55.9% | $5,984+65.2% | $5,287+87.0% |
| Admin fee / account holder | $1,569 | $9,817-84.0% | $8,357-81.2% | $10,132-84.5% |