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 | $92,140 | $87,013+5.9% | $106,213-13.3% | $80,856+14.0% |
| Participation rate | 76.3% | 70.4%+5.9pp | 75.3%+1.0pp | 67.6%+8.7pp |
| Annual return | 14.54% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,455 | $2,395-39.2% | $3,171-54.1% | $2,755-47.2% |
| Participant deferral / active EE | $5,391 | $3,986+35.3% | $5,016+7.5% | $4,296+25.5% |
| Admin fee / account holder | $1,008 | $8,431-88.0% | $11,033-90.9% | $6,918-85.4% |