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 | $94,054 | $101,724-7.5% | $164,813-42.9% | $80,856+16.3% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 15.98% | 16.72%-0.7pp | 69.93%-54.0pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,847 | $2,953-37.5% | $4,341-57.4% | $2,755-32.9% |
| Participant deferral / active EE | $5,584 | $4,477+24.7% | $6,031-7.4% | $4,296+30.0% |
| Admin fee / account holder | $8,487 | $8,227+3.2% | $12,690-33.1% | $6,918+22.7% |