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 | $100,904 | $109,881-8.2% | $150,045-32.8% | $84,808+19.0% |
| Participation rate | 95.7% | 76.1%+19.7pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,557 | $3,561-28.2% | $4,693-45.5% | $2,631-2.8% |
| Participant deferral / active EE | $4,629 | $6,636-30.2% | $7,997-42.1% | $4,212+9.9% |
| Admin fee / account holder | $2,677 | $8,568-68.8% | $13,435-80.1% | $7,344-63.5% |