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 | $122,321 | $101,763+20.2% | $164,866-25.8% | $80,874+51.2% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 11.89% | 16.73%-4.8pp | 69.97%-58.1pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,646 | $2,954-10.4% | $4,343-39.1% | $2,756-4.0% |
| Participant deferral / active EE | $5,961 | $4,477+33.2% | $6,033-1.2% | $4,297+38.7% |
| Admin fee / account holder | $2,739 | $8,228-66.7% | $12,689-78.4% | $6,935-60.5% |