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 | $126,166 | $95,803+31.7% | $113,168+11.5% | $84,808+48.8% |
| Participation rate | 77.1% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.8pp |
| Annual return | 17.55% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,512 | $2,360+48.8% | $2,975+18.1% | $2,631+33.5% |
| Participant deferral / active EE | $8,007 | $4,242+88.8% | $5,107+56.8% | $4,212+90.1% |
| Admin fee / account holder | $2,480 | $8,989-72.4% | $12,068-79.5% | $7,344-66.2% |