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 | $92,467 | $76,552+20.8% | $123,892-25.4% | $62,891+47.0% |
| Participation rate | 91.9% | 73.0%+19.0pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 8.78% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,711 | $2,883-6.0% | $4,617-41.3% | $2,281+18.8% |
| Participant deferral / active EE | $6,133 | $4,840+26.7% | $5,984+2.5% | $3,203+91.5% |
| Admin fee / account holder | $1,524 | $4,826-68.4% | $8,357-81.8% | $4,296-64.5% |