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 | $122,284 | $99,341+23.1% | $84,750+44.3% | $273,961-55.4% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 8.82% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.6pp |
| Employer contribution / active EE | $8,775 | $4,214+108.3% | $3,574+145.5% | $4,869+80.2% |
| Participant deferral / active EE | $1,232 | $4,269-71.2% | $3,712-66.8% | $5,287-76.7% |
| Admin fee / account holder | $536 | $6,644-91.9% | $5,332-90.0% | $10,132-94.7% |