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 | $117,104 | $163,101-28.2% | $136,749-14.4% | $142,382-17.8% |
| Participation rate | 90.5% | 78.2%+12.3pp | 72.1%+18.3pp | 80.1%+10.4pp |
| Annual return | 12.65% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,815 | $4,117+17.0% | $3,400+41.6% | $4,299+12.0% |
| Participant deferral / active EE | $10,296 | $5,585+84.4% | $4,692+119.4% | $6,507+58.2% |
| Admin fee / account holder | $13,336 | $14,318-6.9% | $11,386+17.1% | $12,624+5.6% |