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 | $106,527 | $88,707+20.1% | $74,183+43.6% | $273,961-61.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 8.09% | 11.94%-3.9pp | 17.74%-9.6pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,058 | $3,159-66.5% | $2,370-55.4% | $4,869-78.3% |
| Participant deferral / active EE | $4,145 | $4,212-1.6% | $3,550+16.8% | $5,287-21.6% |
| Admin fee / account holder | $3,993 | $8,717-54.2% | $5,586-28.5% | $10,132-60.6% |