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 | $88,603 | $67,411+31.4% | $91,001-2.6% | $70,131+26.3% |
| Participation rate | 81.7% | 71.4%+10.3pp | 75.6%+6.1pp | 69.5%+12.1pp |
| Annual return | 14.70% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,655 | $1,786+48.7% | $2,456+8.1% | $2,342+13.3% |
| Participant deferral / active EE | $4,604 | $2,823+63.1% | $3,547+29.8% | $3,332+38.2% |
| Admin fee / account holder | $4,011 | $4,236-5.3% | $5,417-26.0% | $4,645-13.6% |