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 | $109,866 | $81,248+35.2% | $155,509-29.4% | $80,856+35.9% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,679 | $3,100-45.8% | $4,672-64.1% | $2,755-39.1% |
| Participant deferral / active EE | $4,115 | $3,452+19.2% | $5,626-26.9% | $4,296-4.2% |
| Admin fee / account holder | $8,714 | $7,997+9.0% | $15,912-45.2% | $6,918+26.0% |