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 | $104,994 | $59,839+75.5% | $81,983+28.1% | $79,858+31.5% |
| Participation rate | 74.2% | 61.6%+12.6pp | 69.2%+4.9pp | 69.6%+4.6pp |
| Annual return | 16.73% | 17.56%-0.8pp | 41.31%-24.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,938 | $1,713+13.1% | $2,498-22.4% | $2,471-21.6% |
| Participant deferral / active EE | $3,358 | $2,695+24.6% | $3,722-9.8% | $3,740-10.2% |
| Admin fee / account holder | $3,448 | $4,287-19.6% | $5,664-39.1% | $5,306-35.0% |