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 | $103,329 | $72,177+43.2% | $115,037-10.2% | $59,632+73.3% |
| Participation rate | 91.7% | 72.6%+19.1pp | 81.4%+10.3pp | 68.7%+23.0pp |
| Annual return | 2.47% | 12.02%-9.5pp | 26.14%-23.7pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $1,603 | $2,841-43.6% | $4,608-65.2% | $2,203-27.2% |
| Participant deferral / active EE | $7,993 | $4,783+67.1% | $6,026+32.6% | $3,192+150.4% |
| Admin fee / account holder | $3,385 | $4,927-31.3% | $8,175-58.6% | $4,297-21.2% |