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 | $95,803+25.5% | $113,168+6.2% | $84,808+41.8% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 13.38% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,816 | $2,360-23.0% | $2,975-39.0% | $2,631-31.0% |
| Participant deferral / active EE | $8,362 | $4,242+97.1% | $5,107+63.7% | $4,212+98.5% |
| Admin fee / account holder | $7,867 | $8,989-12.5% | $12,068-34.8% | $7,344+7.1% |