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 | $106,749-14.9% | $145,433-37.5% | $82,448+10.2% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 17.30% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,218 | $3,444+22.4% | $4,554-7.4% | $2,551+65.3% |
| Participant deferral / active EE | $6,442 | $6,519-1.2% | $7,897-18.4% | $4,139+55.6% |
| Admin fee / account holder | $3,312 | $8,390-60.5% | $13,129-74.8% | $7,234-54.2% |