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 | $101,688 | $92,222+10.3% | $76,768+32.5% | $135,375-24.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 11.02% | 5.46%+5.6pp | 2.43%+8.6pp | 519.73%-508.7pp |
| Employer contribution / active EE | $1,787 | $3,216-44.4% | $2,485-28.1% | $4,779-62.6% |
| Participant deferral / active EE | $4,153 | $4,509-7.9% | $3,852+7.8% | $5,609-26.0% |
| Admin fee / account holder | $3,514 | $10,748-67.3% | $6,675-47.3% | $10,827-67.5% |