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 | $94,788 | $109,413-13.4% | $156,263-39.3% | $84,808+11.8% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 17.47% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,751 | $2,907-39.8% | $4,333-59.6% | $2,631-33.5% |
| Participant deferral / active EE | $4,945 | $4,590+7.7% | $6,158-19.7% | $4,212+17.4% |
| Admin fee / account holder | $444 | $9,357-95.3% | $14,255-96.9% | $7,344-94.0% |