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 | $104,410 | $81,460+28.2% | $103,333+1.0% | $80,856+29.1% |
| Participation rate | 81.0% | 66.8%+14.1pp | 74.5%+6.4pp | 67.6%+13.3pp |
| Annual return | 16.95% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $837 | $3,105-73.0% | $3,868-78.4% | $2,755-69.6% |
| Participant deferral / active EE | $5,542 | $3,869+43.3% | $5,057+9.6% | $4,296+29.0% |
| Admin fee / account holder | $5,668 | $6,566-13.7% | $8,355-32.2% | $6,918-18.1% |