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 | $102,891 | $86,286+19.2% | $111,297-7.6% | $85,850+19.9% |
| Participation rate | 87.9% | 73.3%+14.6pp | 77.3%+10.6pp | 69.3%+18.6pp |
| Annual return | 17.24% | 19.99%-2.7pp | 54.65%-37.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,381 | $2,043-32.4% | $2,731-49.4% | $2,565-46.1% |
| Participant deferral / active EE | $4,562 | $3,641+25.3% | $4,487+1.7% | $3,952+15.5% |
| Admin fee / account holder | $3,586 | $8,188-56.2% | $7,964-55.0% | $6,260-42.7% |