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 | $112,565 | $90,503+24.4% | $78,689+43.0% | $273,961-58.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 6.17% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,944 | $3,176+24.2% | $2,851+38.3% | $4,869-19.0% |
| Participant deferral / active EE | $8,462 | $3,901+116.9% | $3,517+140.6% | $5,287+60.0% |
| Admin fee / account holder | $2,842 | $5,263-46.0% | $4,510-37.0% | $10,132-72.0% |