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 | $73,787+13.3% | $98,716-15.3% | $82,448+1.4% |
| Participation rate | 88.2% | 61.4%+26.8pp | 69.3%+18.9pp | 68.1%+20.2pp |
| Annual return | 18.08% | 18.57%-0.5pp | 31.81%-13.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,928 | $1,511+27.6% | $2,279-15.4% | $2,551-24.4% |
| Participant deferral / active EE | $3,000 | $3,081-2.6% | $4,048-25.9% | $4,139-27.5% |
| Admin fee / account holder | $2,543 | $6,500-60.9% | $8,703-70.8% | $7,234-64.9% |