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 | $98,469 | $83,477+18.0% | $125,175-21.3% | $72,985+34.9% |
| Participation rate | 94.3% | 73.3%+21.0pp | 79.8%+14.6pp | 69.5%+24.9pp |
| Annual return | 28.68% | 25.78%+2.9pp | 43.79%-15.1pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,108 | $2,345-10.1% | $3,865-45.5% | $2,440-13.6% |
| Participant deferral / active EE | $4,316 | $3,585+20.4% | $4,937-12.6% | $3,607+19.6% |
| Admin fee / account holder | $4,031 | $5,517-26.9% | $9,702-58.5% | $5,124-21.3% |