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 | $97,765 | $62,586+56.2% | $76,768+27.4% | $64,186+52.3% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | 19.47% | -1.95%+21.4pp | 2.43%+17.0pp | 7.63%+11.8pp |
| Employer contribution / active EE | $1,766 | $1,832-3.6% | $2,485-28.9% | $2,381-25.8% |
| Participant deferral / active EE | $2,303 | $3,145-26.8% | $3,852-40.2% | $3,470-33.6% |
| Admin fee / account holder | $1,640 | $4,667-64.9% | $6,675-75.4% | $4,888-66.5% |