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 | $101,308 | $78,672+28.8% | $109,143-7.2% | $85,850+18.0% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 14.24% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,244 | $2,735-54.5% | $3,722-66.6% | $2,565-51.5% |
| Participant deferral / active EE | $4,280 | $3,467+23.4% | $4,653-8.0% | $3,952+8.3% |
| Admin fee / account holder | $2,179 | $5,469-60.2% | $6,752-67.7% | $6,260-65.2% |