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 | $94,526 | $74,927+26.2% | $101,794-7.1% | $84,808+11.5% |
| Participation rate | 75.4% | 61.4%+14.0pp | 69.2%+6.3pp | 68.3%+7.1pp |
| Annual return | 23.26% | 18.70%+4.6pp | 30.53%-7.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,161 | $1,522+42.0% | $2,289-5.6% | $2,631-17.8% |
| Participant deferral / active EE | $5,051 | $3,099+63.0% | $4,084+23.7% | $4,212+19.9% |
| Admin fee / account holder | $2,907 | $6,514-55.4% | $8,777-66.9% | $7,344-60.4% |