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 | $127,834 | $78,926+62.0% | $136,749-6.5% | $84,808+50.7% |
| Participation rate | 72.0% | 62.2%+9.8pp | 72.1%-0.1pp | 68.3%+3.7pp |
| Annual return | 14.10% | 18.17%-4.1pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,943 | $2,134+37.9% | $3,400-13.4% | $2,631+11.9% |
| Participant deferral / active EE | $4,480 | $3,168+41.4% | $4,692-4.5% | $4,212+6.4% |
| Admin fee / account holder | $2,027 | $6,369-68.2% | $11,386-82.2% | $7,344-72.4% |