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 | $100,807 | $109,413-7.9% | $156,263-35.5% | $84,808+18.9% |
| Participation rate | 82.1% | 72.7%+9.4pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 16.13% | 20.18%-4.1pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,228 | $2,907-23.3% | $4,333-48.6% | $2,631-15.3% |
| Participant deferral / active EE | $4,799 | $4,590+4.6% | $6,158-22.1% | $4,212+13.9% |
| Admin fee / account holder | $932 | $9,357-90.0% | $14,255-93.5% | $7,344-87.3% |