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 | $121,347 | $72,492+67.4% | $87,100+39.3% | $72,985+66.3% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 24.37% | 24.46%-0.1pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,626 | $1,894-14.1% | $2,521-35.5% | $2,440-33.3% |
| Participant deferral / active EE | $3,961 | $3,270+21.1% | $4,049-2.2% | $3,607+9.8% |
| Admin fee / account holder | $2,820 | $5,055-44.2% | $7,497-62.4% | $5,124-45.0% |