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 | $109,738 | $138,347-20.7% | $184,203-40.4% | $80,856+35.7% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.6%+20.4pp |
| Annual return | 13.20% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,846 | $4,850-20.7% | $6,427-40.2% | $2,755+39.6% |
| Participant deferral / active EE | $11,057 | $7,071+56.4% | $9,131+21.1% | $4,296+157.4% |
| Admin fee / account holder | $19,770 | $10,483+88.6% | $13,901+42.2% | $6,918+185.8% |