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 | $103,239 | $68,719+50.2% | $91,541+12.8% | $84,808+21.7% |
| Participation rate | 77.8% | 64.5%+13.3pp | 69.8%+8.0pp | 68.3%+9.5pp |
| Annual return | 13.08% | 19.12%-6.0pp | 20.50%-7.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,474 | $1,920-23.2% | $2,505-41.2% | $2,631-44.0% |
| Participant deferral / active EE | $5,515 | $3,136+75.9% | $4,008+37.6% | $4,212+30.9% |
| Admin fee / account holder | $2,313 | $5,786-60.0% | $6,956-66.7% | $7,344-68.5% |