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 | $108,224 | $95,803+13.0% | $113,168-4.4% | $84,808+27.6% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 14.34% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,558 | $2,360+8.4% | $2,975-14.0% | $2,631-2.8% |
| Participant deferral / active EE | $5,116 | $4,242+20.6% | $5,107+0.2% | $4,212+21.5% |
| Admin fee / account holder | $1,602 | $8,989-82.2% | $12,068-86.7% | $7,344-78.2% |