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 | $121,918 | $105,630+15.4% | $87,507+39.3% | $273,961-55.5% |
| Participation rate | 77.3% | 78.2%-0.9pp | 73.8%+3.4pp | 83.0%-5.7pp |
| Annual return | 8.37% | 12.25%-3.9pp | 12.21%-3.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,993 | $3,141-36.5% | $2,550-21.8% | $4,869-59.1% |
| Participant deferral / active EE | $5,612 | $3,601+55.8% | $3,149+78.2% | $5,287+6.1% |
| Admin fee / account holder | $888 | $4,781-81.4% | $4,221-79.0% | $10,132-91.2% |