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 | $125,576 | $106,749+17.6% | $145,433-13.7% | $82,448+52.3% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+18.0pp |
| Annual return | 18.85% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,546 | $3,444-55.1% | $4,554-66.1% | $2,551-39.4% |
| Participant deferral / active EE | $8,331 | $6,519+27.8% | $7,897+5.5% | $4,139+101.3% |
| Admin fee / account holder | $1,817 | $8,390-78.3% | $13,129-86.2% | $7,234-74.9% |