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 | $73,787+30.5% | $98,716-2.5% | $82,448+16.8% |
| Participation rate | 76.1% | 61.4%+14.7pp | 69.3%+6.8pp | 68.1%+8.0pp |
| Annual return | 13.36% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,752 | $1,511+15.9% | $2,279-23.1% | $2,551-31.3% |
| Participant deferral / active EE | $5,304 | $3,081+72.1% | $4,048+31.0% | $4,139+28.1% |
| Admin fee / account holder | $3,013 | $6,500-53.6% | $8,703-65.4% | $7,234-58.4% |