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 | $104,643 | $109,413-4.4% | $156,263-33.0% | $84,808+23.4% |
| Participation rate | 86.6% | 72.7%+13.9pp | 78.9%+7.7pp | 68.3%+18.3pp |
| Annual return | 16.74% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,829 | $2,907-37.1% | $4,333-57.8% | $2,631-30.5% |
| Participant deferral / active EE | $7,166 | $4,590+56.1% | $6,158+16.4% | $4,212+70.1% |
| Admin fee / account holder | $6,849 | $9,357-26.8% | $14,255-52.0% | $7,344-6.7% |