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 | $82,939 | $61,605+34.6% | $112,229-26.1% | $75,163+10.3% |
| Participation rate | 70.2% | 61.7%+8.5pp | 72.4%-2.3pp | 67.2%+3.0pp |
| Annual return | 16.69% | 28.47%-11.8pp | 30.20%-13.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,239 | $2,015+11.1% | $3,430-34.7% | $2,670-16.2% |
| Participant deferral / active EE | $4,482 | $3,108+44.2% | $4,798-6.6% | $4,125+8.7% |
| Admin fee / account holder | $1,861 | $4,862-61.7% | $7,748-76.0% | $5,651-67.1% |