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 | $88,029 | $109,413-19.5% | $156,263-43.7% | $84,808+3.8% |
| Participation rate | 78.0% | 72.7%+5.3pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 14.33% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,127 | $2,907+76.4% | $4,333+18.3% | $2,631+94.9% |
| Participant deferral / active EE | $4,551 | $4,590-0.8% | $6,158-26.1% | $4,212+8.1% |
| Admin fee / account holder | $16,646 | $9,357+77.9% | $14,255+16.8% | $7,344+126.7% |