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 | $100,104 | $95,453+4.9% | $112,040-10.7% | $82,448+21.4% |
| Participation rate | 78.8% | 72.8%+6.1pp | 76.5%+2.4pp | 68.1%+10.8pp |
| Annual return | 17.49% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $4,045 | $2,318+74.5% | $2,954+36.9% | $2,551+58.6% |
| Participant deferral / active EE | $5,072 | $4,224+20.1% | $5,098-0.5% | $4,139+22.5% |
| Admin fee / account holder | $2,682 | $9,013-70.2% | $12,098-77.8% | $7,234-62.9% |