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 | $113,176 | $86,929+30.2% | $102,423+10.5% | $80,856+40.0% |
| Participation rate | 83.0% | 72.4%+10.6pp | 76.5%+6.5pp | 67.6%+15.4pp |
| Annual return | 17.43% | 18.88%-1.5pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,500 | $2,369+47.7% | $3,023+15.8% | $2,755+27.1% |
| Participant deferral / active EE | $7,795 | $4,118+89.3% | $5,053+54.3% | $4,296+81.5% |
| Admin fee / account holder | $3,987 | $8,049-50.5% | $9,451-57.8% | $6,918-42.4% |