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 | $104,246 | $76,552+36.2% | $123,892-15.9% | $62,891+65.8% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 9.86% | 18.68%-8.8pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,710 | $2,883+28.7% | $4,617-19.6% | $2,281+62.7% |
| Participant deferral / active EE | $6,054 | $4,840+25.1% | $5,984+1.2% | $3,203+89.0% |
| Admin fee / account holder | $1,611 | $4,826-66.6% | $8,357-80.7% | $4,296-62.5% |