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 | $94,441 | $71,883+31.4% | $86,677+9.0% | $68,494+37.9% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | 9.73% | 3.52%+6.2pp | 35.91%-26.2pp | -7.84%+17.6pp |
| Employer contribution / active EE | $1,851 | $2,173-14.8% | $2,836-34.7% | $2,596-28.7% |
| Participant deferral / active EE | $4,111 | $3,779+8.8% | $4,656-11.7% | $4,027+2.1% |
| Admin fee / account holder | $1,033 | $6,112-83.1% | $7,493-86.2% | $5,403-80.9% |