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 | $104,418 | $148,978-29.9% | $200,582-47.9% | $84,808+23.1% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 19.60% | 28.16%-8.6pp | 42.33%-22.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,310 | $4,815-31.3% | $6,419-48.4% | $2,631+25.8% |
| Participant deferral / active EE | $8,985 | $7,142+25.8% | $9,331-3.7% | $4,212+113.3% |
| Admin fee / account holder | $1,348 | $13,977-90.4% | $16,305-91.7% | $7,344-81.6% |