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 | $104,310 | $93,071+12.1% | $74,583+39.9% | $273,961-61.9% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 8.80% | 26.18%-17.4pp | 20.47%-11.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,613 | $3,160+46.0% | $2,525+82.7% | $4,869-5.3% |
| Participant deferral / active EE | $2,029 | $4,160-51.2% | $3,458-41.3% | $5,287-61.6% |
| Admin fee / account holder | $524 | $5,272-90.1% | $4,138-87.3% | $10,132-94.8% |