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 | $103,359 | $72,492+42.6% | $87,100+18.7% | $72,985+41.6% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 19.99% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,500 | $1,894-20.8% | $2,521-40.5% | $2,440-38.5% |
| Participant deferral / active EE | $3,628 | $3,270+11.0% | $4,049-10.4% | $3,607+0.6% |
| Admin fee / account holder | $4,875 | $5,055-3.6% | $7,497-35.0% | $5,124-4.9% |