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 | $121,207 | $99,341+22.0% | $84,750+43.0% | $273,961-55.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.10% | 22.93%-19.8pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $3,942 | $4,214-6.5% | $3,574+10.3% | $4,869-19.0% |
| Participant deferral / active EE | $6,018 | $4,269+41.0% | $3,712+62.1% | $5,287+13.8% |
| Admin fee / account holder | $2,201 | $6,644-66.9% | $5,332-58.7% | $10,132-78.3% |