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 | $96,324 | $67,606+42.5% | $82,313+17.0% | $70,131+37.3% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+4.9pp |
| Annual return | 14.08% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,249 | $1,755-28.8% | $2,428-48.6% | $2,342-46.7% |
| Participant deferral / active EE | $3,190 | $2,987+6.8% | $3,706-13.9% | $3,332-4.3% |
| Admin fee / account holder | $4,164 | $4,512-7.7% | $5,608-25.7% | $4,645-10.4% |