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 | $105,164 | $72,277+45.5% | $101,248+3.9% | $79,858+31.7% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 18.93% | 22.30%-3.4pp | 46.47%-27.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,426 | $2,692-9.9% | $3,660-33.7% | $2,471-1.8% |
| Participant deferral / active EE | $4,924 | $3,282+50.0% | $4,370+12.7% | $3,740+31.7% |
| Admin fee / account holder | $1,611 | $4,400-63.4% | $5,945-72.9% | $5,306-69.6% |