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 | $111,452 | $81,446+36.8% | $103,374+7.8% | $80,874+37.8% |
| Participation rate | 81.0% | 66.9%+14.1pp | 74.5%+6.4pp | 67.6%+13.3pp |
| Annual return | 12.51% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.1pp |
| Employer contribution / active EE | $3,342 | $3,107+7.6% | $3,869-13.6% | $2,756+21.3% |
| Participant deferral / active EE | $5,875 | $3,870+51.8% | $5,058+16.2% | $4,297+36.7% |
| Admin fee / account holder | $1,443 | $6,715-78.5% | $8,394-82.8% | $6,935-79.2% |