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 | $126,142 | $109,413+15.3% | $156,263-19.3% | $84,808+48.7% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 14.09% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,981 | $2,907-31.8% | $4,333-54.3% | $2,631-24.7% |
| Participant deferral / active EE | $7,015 | $4,590+52.8% | $6,158+13.9% | $4,212+66.6% |
| Admin fee / account holder | $31,151 | $9,357+232.9% | $14,255+118.5% | $7,344+324.2% |