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 | $96,516 | $86,286+11.9% | $111,297-13.3% | $85,850+12.4% |
| Participation rate | 83.9% | 73.3%+10.5pp | 77.3%+6.6pp | 69.3%+14.6pp |
| Annual return | 13.60% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,956 | $2,043-4.3% | $2,731-28.4% | $2,565-23.7% |
| Participant deferral / active EE | $4,040 | $3,641+11.0% | $4,487-10.0% | $3,952+2.2% |
| Admin fee / account holder | $2,407 | $8,188-70.6% | $7,964-69.8% | $6,260-61.5% |