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 | $103,976 | $89,753+15.8% | $107,525-3.3% | $84,808+22.6% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 19.05% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,867 | $3,113-7.9% | $3,754-23.6% | $2,631+9.0% |
| Participant deferral / active EE | $2,387 | $4,056-41.2% | $5,116-53.3% | $4,212-43.3% |
| Admin fee / account holder | $1,724 | $7,222-76.1% | $8,919-80.7% | $7,344-76.5% |