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 | $93,030 | $80,968+14.9% | $96,544-3.6% | $75,163+23.8% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 13.79% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,537 | $2,282-32.6% | $2,965-48.1% | $2,670-42.4% |
| Participant deferral / active EE | $2,395 | $3,928-39.0% | $4,851-50.6% | $4,125-41.9% |
| Admin fee / account holder | $3,126 | $6,724-53.5% | $8,252-62.1% | $5,651-44.7% |