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 | $83,601 | $74,927+11.6% | $101,794-17.9% | $84,808-1.4% |
| Participation rate | 88.2% | 61.4%+26.8pp | 69.2%+19.1pp | 68.3%+19.9pp |
| Annual return | 18.08% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,928 | $1,522+26.7% | $2,289-15.8% | $2,631-26.7% |
| Participant deferral / active EE | $3,000 | $3,099-3.2% | $4,084-26.5% | $4,212-28.8% |
| Admin fee / account holder | $2,543 | $6,514-61.0% | $8,777-71.0% | $7,344-65.4% |