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 | $96,940 | $72,492+33.7% | $87,100+11.3% | $72,985+32.8% |
| Participation rate | 78.5% | 72.8%+5.7pp | 76.9%+1.6pp | 69.5%+9.0pp |
| Annual return | 20.75% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,541 | $1,894+34.1% | $2,521+0.8% | $2,440+4.1% |
| Participant deferral / active EE | $5,493 | $3,270+68.0% | $4,049+35.7% | $3,607+52.3% |
| Admin fee / account holder | $4,848 | $5,055-4.1% | $7,497-35.3% | $5,124-5.4% |