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 | $95,865 | $73,981+29.6% | $105,722-9.3% | $62,891+52.4% |
| Participation rate | 82.8% | 71.7%+11.1pp | 78.9%+3.8pp | 69.3%+13.5pp |
| Annual return | 9.37% | 17.60%-8.2pp | 12.25%-2.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,560 | $2,856-10.4% | $4,079-37.2% | $2,281+12.2% |
| Participant deferral / active EE | $4,213 | $4,038+4.3% | $5,326-20.9% | $3,203+31.5% |
| Admin fee / account holder | $4,552 | $5,976-23.8% | $8,308-45.2% | $4,296+6.0% |