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 | $110,956 | $95,803+15.8% | $113,168-2.0% | $84,808+30.8% |
| Participation rate | 88.2% | 72.9%+15.4pp | 76.6%+11.7pp | 68.3%+19.9pp |
| Annual return | 13.92% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,766 | $2,360-25.2% | $2,975-40.7% | $2,631-32.9% |
| Participant deferral / active EE | $4,705 | $4,242+10.9% | $5,107-7.9% | $4,212+11.7% |
| Admin fee / account holder | $2,185 | $8,989-75.7% | $12,068-81.9% | $7,344-70.2% |