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 | $101,148 | $138,347-26.9% | $184,203-45.1% | $80,856+25.1% |
| Participation rate | 92.7% | 83.9%+8.8pp | 86.8%+5.9pp | 67.6%+25.0pp |
| Annual return | 12.34% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,743 | $4,850-2.2% | $6,427-26.2% | $2,755+72.2% |
| Participant deferral / active EE | $7,396 | $7,071+4.6% | $9,131-19.0% | $4,296+72.2% |
| Admin fee / account holder | $8,121 | $10,483-22.5% | $13,901-41.6% | $6,918+17.4% |