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 | $95,652 | $60,349+58.5% | $74,183+28.9% | $62,891+52.1% |
| Participation rate | 77.3% | 72.7%+4.5pp | 76.6%+0.7pp | 69.3%+8.0pp |
| Annual return | 4.79% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,917 | $1,680+14.1% | $2,370-19.1% | $2,281-16.0% |
| Participant deferral / active EE | $4,593 | $2,856+60.8% | $3,550+29.4% | $3,203+43.4% |
| Admin fee / account holder | $1,608 | $4,261-62.3% | $5,586-71.2% | $4,296-62.6% |