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 | $124,275 | $106,749+16.4% | $145,433-14.5% | $82,448+50.7% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 19.93% | 27.59%-7.7pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,278 | $3,444-4.8% | $4,554-28.0% | $2,551+28.5% |
| Participant deferral / active EE | $6,665 | $6,519+2.2% | $7,897-15.6% | $4,139+61.0% |
| Admin fee / account holder | $1,603 | $8,390-80.9% | $13,129-87.8% | $7,234-77.8% |