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 | $81,829 | $58,828+39.1% | $77,999+4.9% | $62,891+30.1% |
| Participation rate | 82.3% | 71.1%+11.2pp | 75.5%+6.7pp | 69.3%+13.0pp |
| Annual return | 7.14% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,840 | $1,672+10.0% | $2,470-25.5% | $2,281-19.3% |
| Participant deferral / active EE | $3,426 | $2,686+27.6% | $3,497-2.0% | $3,203+7.0% |
| Admin fee / account holder | $1,026 | $4,393-76.6% | $5,480-81.3% | $4,296-76.1% |