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 | $88,705 | $74,927+18.4% | $101,794-12.9% | $84,808+4.6% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.2%+11.5pp | 68.3%+12.3pp |
| Annual return | 17.24% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,818 | $1,522+19.5% | $2,289-20.6% | $2,631-30.9% |
| Participant deferral / active EE | $3,740 | $3,099+20.7% | $4,084-8.4% | $4,212-11.2% |
| Admin fee / account holder | $1,512 | $6,514-76.8% | $8,777-82.8% | $7,344-79.4% |