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 | $119,035 | $101,763+17.0% | $164,866-27.8% | $80,874+47.2% |
| Participation rate | 73.8% | 71.8%+2.0pp | 78.6%-4.8pp | 67.6%+6.2pp |
| Annual return | 12.36% | 16.73%-4.4pp | 69.97%-57.6pp | 35.62%-23.3pp |
| Employer contribution / active EE | $916 | $2,954-69.0% | $4,343-78.9% | $2,756-66.8% |
| Participant deferral / active EE | $2,899 | $4,477-35.2% | $6,033-52.0% | $4,297-32.5% |
| Admin fee / account holder | $5,222 | $8,228-36.5% | $12,689-58.8% | $6,935-24.7% |