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 | $102,260 | $81,460+25.5% | $103,333-1.0% | $80,856+26.5% |
| Participation rate | 72.5% | 66.8%+5.7pp | 74.5%-2.0pp | 67.6%+4.9pp |
| Annual return | 14.57% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,455 | $3,105-21.0% | $3,868-36.5% | $2,755-10.9% |
| Participant deferral / active EE | $4,934 | $3,869+27.5% | $5,057-2.4% | $4,296+14.9% |
| Admin fee / account holder | $5,612 | $6,566-14.5% | $8,355-32.8% | $6,918-18.9% |