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 | $91,378 | $60,892+50.1% | $82,389+10.9% | $84,808+7.7% |
| Participation rate | 81.0% | 63.3%+17.7pp | 69.5%+11.4pp | 68.3%+12.6pp |
| Annual return | 13.45% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,946 | $1,779+9.3% | $2,517-22.7% | $2,631-26.1% |
| Participant deferral / active EE | $3,622 | $3,179+13.9% | $4,155-12.8% | $4,212-14.0% |
| Admin fee / account holder | $6,915 | $5,467+26.5% | $7,231-4.4% | $7,344-5.8% |