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 | $104,770 | $81,446+28.6% | $103,374+1.3% | $80,874+29.5% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 12.96% | 25.57%-12.6pp | 24.89%-11.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,777 | $3,107+21.6% | $3,869-2.4% | $2,756+37.1% |
| Participant deferral / active EE | $7,959 | $3,870+105.7% | $5,058+57.4% | $4,297+85.2% |
| Admin fee / account holder | $1,734 | $6,715-74.2% | $8,394-79.3% | $6,935-75.0% |