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 | $115,407 | $88,042+31.1% | $138,135-16.5% | $79,858+44.5% |
| Participation rate | 81.3% | 71.4%+9.8pp | 78.7%+2.5pp | 69.6%+11.6pp |
| Annual return | 19.42% | 20.58%-1.2pp | 20.51%-1.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,911 | $3,103-38.4% | $5,587-65.8% | $2,471-22.6% |
| Participant deferral / active EE | $5,244 | $4,704+11.5% | $6,431-18.5% | $3,740+40.2% |
| Admin fee / account holder | $7,476 | $7,791-4.0% | $11,856-36.9% | $5,306+40.9% |