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 | $102,558 | $86,929+18.0% | $102,423+0.1% | $80,856+26.8% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.6%+14.2pp |
| Annual return | 13.84% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,358 | $2,369+41.7% | $3,023+11.1% | $2,755+21.9% |
| Participant deferral / active EE | $9,821 | $4,118+138.5% | $5,053+94.4% | $4,296+128.6% |
| Admin fee / account holder | $802 | $8,049-90.0% | $9,451-91.5% | $6,918-88.4% |