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 | $114,205 | $99,341+15.0% | $84,750+34.8% | $273,961-58.3% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.08% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $6,462 | $4,214+53.4% | $3,574+80.8% | $4,869+32.7% |
| Participant deferral / active EE | $17,112 | $4,269+300.8% | $3,712+361.0% | $5,287+223.7% |
| Admin fee / account holder | $494 | $6,644-92.6% | $5,332-90.7% | $10,132-95.1% |