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 | $113,018 | $87,013+29.9% | $106,213+6.4% | $80,856+39.8% |
| Participation rate | 75.6% | 70.4%+5.1pp | 75.3%+0.3pp | 67.6%+7.9pp |
| Annual return | 15.53% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,066 | $2,395-13.7% | $3,171-34.9% | $2,755-25.0% |
| Participant deferral / active EE | $4,810 | $3,986+20.7% | $5,016-4.1% | $4,296+12.0% |
| Admin fee / account holder | $3,570 | $8,431-57.7% | $11,033-67.6% | $6,918-48.4% |