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 | $86,879 | $73,933+17.5% | $96,683-10.1% | $75,163+15.6% |
| Participation rate | 91.3% | 66.4%+24.9pp | 74.3%+17.0pp | 67.2%+24.1pp |
| Annual return | 15.85% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,799 | $2,928-4.4% | $3,737-25.1% | $2,670+4.8% |
| Participant deferral / active EE | $4,798 | $3,659+31.1% | $4,878-1.6% | $4,125+16.3% |
| Admin fee / account holder | $4,754 | $5,216-8.9% | $6,730-29.4% | $5,651-15.9% |