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 | $95,443 | $86,286+10.6% | $111,297-14.2% | $85,850+11.2% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 13.00% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,291 | $2,043+61.1% | $2,731+20.5% | $2,565+28.3% |
| Participant deferral / active EE | $5,223 | $3,641+43.5% | $4,487+16.4% | $3,952+32.2% |
| Admin fee / account holder | $4,064 | $8,188-50.4% | $7,964-49.0% | $6,260-35.1% |