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 | $96,272 | $74,927+28.5% | $101,794-5.4% | $84,808+13.5% |
| Participation rate | 76.1% | 61.4%+14.7pp | 69.2%+6.9pp | 68.3%+7.8pp |
| Annual return | 13.36% | 18.70%-5.3pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,752 | $1,522+15.1% | $2,289-23.5% | $2,631-33.4% |
| Participant deferral / active EE | $5,304 | $3,099+71.1% | $4,084+29.9% | $4,212+25.9% |
| Admin fee / account holder | $3,013 | $6,514-53.7% | $8,777-65.7% | $7,344-59.0% |