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 | $98,105 | $73,787+33.0% | $98,716-0.6% | $82,448+19.0% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 14.04% | 18.57%-4.5pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,646 | $1,511+9.0% | $2,279-27.7% | $2,551-35.5% |
| Participant deferral / active EE | $4,007 | $3,081+30.0% | $4,048-1.0% | $4,139-3.2% |
| Admin fee / account holder | $8,044 | $6,500+23.7% | $8,703-7.6% | $7,234+11.2% |