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 | $91,361 | $86,929+5.1% | $102,423-10.8% | $80,856+13.0% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.8pp | 67.6%+13.6pp |
| Annual return | 11.05% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,412 | $2,369+1.8% | $3,023-20.2% | $2,755-12.5% |
| Participant deferral / active EE | $4,823 | $4,118+17.1% | $5,053-4.5% | $4,296+12.3% |
| Admin fee / account holder | $12,227 | $8,049+51.9% | $9,451+29.4% | $6,918+76.7% |