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 | $108,071 | $60,349+79.1% | $74,183+45.7% | $62,891+71.8% |
| Participation rate | 76.7% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.4pp |
| Annual return | 8.16% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $920 | $1,680-45.2% | $2,370-61.2% | $2,281-59.6% |
| Participant deferral / active EE | $2,398 | $2,856-16.0% | $3,550-32.4% | $3,203-25.1% |
| Admin fee / account holder | $3,104 | $4,261-27.2% | $5,586-44.4% | $4,296-27.7% |