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 | $110,218 | $108,825+1.3% | $156,181-29.4% | $82,448+33.7% |
| Participation rate | 82.8% | 72.4%+10.4pp | 78.8%+3.9pp | 68.1%+14.7pp |
| Annual return | 13.82% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,808 | $2,870-37.0% | $4,294-57.9% | $2,551-29.1% |
| Participant deferral / active EE | $4,570 | $4,577-0.2% | $6,132-25.5% | $4,139+10.4% |
| Admin fee / account holder | $18,512 | $9,341+98.2% | $14,586+26.9% | $7,234+155.9% |