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 | $114,978 | $63,764+80.3% | $81,930+40.3% | $79,858+44.0% |
| Participation rate | 77.1% | 67.5%+9.6pp | 72.0%+5.1pp | 69.6%+7.5pp |
| Annual return | 21.39% | 22.66%-1.3pp | 29.49%-8.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,912 | $1,795+6.5% | $4,310-55.6% | $2,471-22.6% |
| Participant deferral / active EE | $4,962 | $2,780+78.4% | $7,107-30.2% | $3,740+32.7% |
| Admin fee / account holder | $3,011 | $4,426-32.0% | $5,158-41.6% | $5,306-43.3% |