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 | $84,872 | $52,580+61.4% | $71,671+18.4% | $70,131+21.0% |
| Participation rate | 76.9% | 60.9%+16.0pp | 68.7%+8.2pp | 69.5%+7.4pp |
| Annual return | 16.36% | 20.25%-3.9pp | 20.65%-4.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,057 | $1,616-34.6% | $2,460-57.0% | $2,342-54.9% |
| Participant deferral / active EE | $3,580 | $2,386+50.0% | $3,438+4.1% | $3,332+7.4% |
| Admin fee / account holder | $7,647 | $3,653+109.3% | $5,558+37.6% | $4,645+64.6% |