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 | $80,772 | $136,307-40.7% | $106,619-24.2% | $273,961-70.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 12.03% | 11.05%+1.0pp | 9.42%+2.6pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,016 | $5,190-80.4% | $3,947-74.2% | $4,869-79.1% |
| Participant deferral / active EE | $5,185 | $4,969+4.3% | $3,930+31.9% | $5,287-1.9% |
| Admin fee / account holder | $321 | $8,625-96.3% | $6,418-95.0% | $10,132-96.8% |