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 | $110,123 | $95,803+14.9% | $113,168-2.7% | $84,808+29.9% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 15.20% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,187 | $2,360-49.7% | $2,975-60.1% | $2,631-54.9% |
| Participant deferral / active EE | $3,325 | $4,242-21.6% | $5,107-34.9% | $4,212-21.0% |
| Admin fee / account holder | $14,868 | $8,989+65.4% | $12,068+23.2% | $7,344+102.5% |