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 | $104,201 | $72,492+43.7% | $87,100+19.6% | $72,985+42.8% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 20.45% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,501 | $1,894-20.7% | $2,521-40.5% | $2,440-38.5% |
| Participant deferral / active EE | $5,648 | $3,270+72.7% | $4,049+39.5% | $3,607+56.6% |
| Admin fee / account holder | $1,110 | $5,055-78.0% | $7,497-85.2% | $5,124-78.3% |