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 | $118,938 | $86,929+36.8% | $102,423+16.1% | $80,856+47.1% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.6%+13.4pp |
| Annual return | 13.14% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,460 | $2,369+46.0% | $3,023+14.4% | $2,755+25.6% |
| Participant deferral / active EE | $8,909 | $4,118+116.3% | $5,053+76.3% | $4,296+107.4% |
| Admin fee / account holder | $4,838 | $8,049-39.9% | $9,451-48.8% | $6,918-30.1% |