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 | $108,299 | $95,803+13.0% | $113,168-4.3% | $84,808+27.7% |
| Participation rate | 76.5% | 72.9%+3.6pp | 76.6%-0.1pp | 68.3%+8.2pp |
| Annual return | 13.48% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $9,374 | $2,360+297.2% | $2,975+215.1% | $2,631+256.3% |
| Participant deferral / active EE | $5,348 | $4,242+26.1% | $5,107+4.7% | $4,212+27.0% |
| Admin fee / account holder | $3,326 | $8,989-63.0% | $12,068-72.4% | $7,344-54.7% |