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 | $123,056 | $106,749+15.3% | $145,433-15.4% | $82,448+49.3% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 17.52% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,701 | $3,444+7.4% | $4,554-18.7% | $2,551+45.1% |
| Participant deferral / active EE | $7,539 | $6,519+15.7% | $7,897-4.5% | $4,139+82.1% |
| Admin fee / account holder | $15,526 | $8,390+85.0% | $13,129+18.3% | $7,234+114.6% |