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 | $118,747 | $95,803+23.9% | $113,168+4.9% | $84,808+40.0% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 14.03% | 25.00%-11.0pp | 24.27%-10.2pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,136 | $2,360-51.9% | $2,975-61.8% | $2,631-56.8% |
| Participant deferral / active EE | $4,445 | $4,242+4.8% | $5,107-13.0% | $4,212+5.5% |
| Admin fee / account holder | $1,439 | $8,989-84.0% | $12,068-88.1% | $7,344-80.4% |