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 | $126,590 | $109,413+15.7% | $156,263-19.0% | $84,808+49.3% |
| Participation rate | 93.2% | 72.7%+20.5pp | 78.9%+14.3pp | 68.3%+24.9pp |
| Annual return | 14.75% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,962 | $2,907+70.7% | $4,333+14.5% | $2,631+88.6% |
| Participant deferral / active EE | $6,762 | $4,590+47.3% | $6,158+9.8% | $4,212+60.6% |
| Admin fee / account holder | $2,527 | $9,357-73.0% | $14,255-82.3% | $7,344-65.6% |