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 | $96,212 | $73,787+30.4% | $98,716-2.5% | $82,448+16.7% |
| Participation rate | 89.7% | 61.4%+28.2pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 16.68% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,441 | $1,511-4.7% | $2,279-36.8% | $2,551-43.5% |
| Participant deferral / active EE | $6,054 | $3,081+96.5% | $4,048+49.6% | $4,139+46.3% |
| Admin fee / account holder | $10,089 | $6,500+55.2% | $8,703+15.9% | $7,234+39.5% |