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 | $96,713 | $90,503+6.9% | $78,689+22.9% | $273,961-64.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 14.20% | 75.60%-61.4pp | 62.18%-48.0pp | 41.45%-27.3pp |
| Employer contribution / active EE | $616 | $3,176-80.6% | $2,851-78.4% | $4,869-87.4% |
| Participant deferral / active EE | $4,642 | $3,901+19.0% | $3,517+32.0% | $5,287-12.2% |
| Admin fee / account holder | $3,173 | $5,263-39.7% | $4,510-29.6% | $10,132-68.7% |