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 | $90,859 | $109,881-17.3% | $150,045-39.4% | $84,808+7.1% |
| Participation rate | 72.7% | 76.1%-3.4pp | 82.3%-9.6pp | 68.3%+4.4pp |
| Annual return | 17.30% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,218 | $3,561+18.4% | $4,693-10.1% | $2,631+60.3% |
| Participant deferral / active EE | $6,442 | $6,636-2.9% | $7,997-19.5% | $4,212+52.9% |
| Admin fee / account holder | $3,312 | $8,568-61.3% | $13,435-75.3% | $7,344-54.9% |