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 | $101,365 | $86,922+16.6% | $102,438-1.0% | $80,874+25.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 16.30% | 18.90%-2.6pp | 29.37%-13.1pp | 35.62%-19.3pp |
| Employer contribution / active EE | $1,983 | $2,369-16.3% | $3,024-34.4% | $2,756-28.0% |
| Participant deferral / active EE | $5,193 | $4,119+26.1% | $5,054+2.8% | $4,297+20.9% |
| Admin fee / account holder | $2,059 | $8,050-74.4% | $9,448-78.2% | $6,935-70.3% |