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 | $98,943 | $109,881-10.0% | $150,045-34.1% | $84,808+16.7% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.2pp | 68.3%+12.8pp |
| Annual return | 20.07% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,379 | $3,561-61.3% | $4,693-70.6% | $2,631-47.6% |
| Participant deferral / active EE | $5,633 | $6,636-15.1% | $7,997-29.6% | $4,212+33.8% |
| Admin fee / account holder | $3,112 | $8,568-63.7% | $13,435-76.8% | $7,344-57.6% |