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 | $99,439 | $74,927+32.7% | $101,794-2.3% | $84,808+17.3% |
| Participation rate | 72.5% | 61.4%+11.1pp | 69.2%+3.4pp | 68.3%+4.2pp |
| Annual return | 15.49% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,051 | $1,522+100.5% | $2,289+33.3% | $2,631+16.0% |
| Participant deferral / active EE | $6,899 | $3,099+122.6% | $4,084+68.9% | $4,212+63.8% |
| Admin fee / account holder | $3,126 | $6,514-52.0% | $8,777-64.4% | $7,344-57.4% |