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 | $109,589 | $66,402+65.0% | $109,895-0.3% | $85,850+27.7% |
| Participation rate | 97.5% | 63.9%+33.6pp | 74.2%+23.3pp | 69.3%+28.2pp |
| Annual return | 15.57% | 19.59%-4.0pp | 29.45%-13.9pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,153 | $1,687-31.6% | $2,842-59.4% | $2,565-55.0% |
| Participant deferral / active EE | $8,772 | $2,842+208.6% | $4,048+116.7% | $3,952+122.0% |
| Admin fee / account holder | $5,043 | $4,557+10.7% | $6,066-16.9% | $6,260-19.4% |