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 | $108,690 | $71,050+53.0% | $93,606+16.1% | $80,856+34.4% |
| Participation rate | 70.9% | 60.4%+10.5pp | 68.7%+2.2pp | 67.6%+3.3pp |
| Annual return | 10.31% | 11.26%-0.9pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,418 | $1,564-9.3% | $2,420-41.4% | $2,755-48.5% |
| Participant deferral / active EE | $4,545 | $4,034+12.7% | $4,411+3.0% | $4,296+5.8% |
| Admin fee / account holder | $6,280 | $6,945-9.6% | $8,285-24.2% | $6,918-9.2% |