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 | $149,484 | $95,453+56.6% | $112,040+33.4% | $82,448+81.3% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 16.08% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,428 | $2,318+4.7% | $2,954-17.8% | $2,551-4.8% |
| Participant deferral / active EE | $4,305 | $4,224+1.9% | $5,098-15.6% | $4,139+4.0% |
| Admin fee / account holder | $4,371 | $9,013-51.5% | $12,098-63.9% | $7,234-39.6% |