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 | $120,708 | $95,453+26.5% | $112,040+7.7% | $82,448+46.4% |
| Participation rate | 84.2% | 72.8%+11.5pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 14.58% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $947 | $2,318-59.1% | $2,954-67.9% | $2,551-62.9% |
| Participant deferral / active EE | $3,829 | $4,224-9.4% | $5,098-24.9% | $4,139-7.5% |
| Admin fee / account holder | $6,081 | $9,013-32.5% | $12,098-49.7% | $7,234-15.9% |