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 | $120,224 | $95,453+26.0% | $112,040+7.3% | $82,448+45.8% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 13.38% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,816 | $2,318-21.6% | $2,954-38.5% | $2,551-28.8% |
| Participant deferral / active EE | $8,362 | $4,224+98.0% | $5,098+64.0% | $4,139+102.0% |
| Admin fee / account holder | $7,867 | $9,013-12.7% | $12,098-35.0% | $7,234+8.8% |