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 | $35,342 | $152,460-76.8% | $118,746-70.2% | $147,584-76.1% |
| Participation rate | 83.3% | 82.3%+1.1pp | 78.3%+5.1pp | 82.8%+0.5pp |
| Annual return | 18.23% | 17.41%+0.8pp | 24.54%-6.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $8,508 | $5,046+68.6% | $4,193+102.9% | $4,876+74.5% |
| Participant deferral / active EE | $7,518 | $6,212+21.0% | $5,332+41.0% | $5,439+38.2% |
| Admin fee / account holder | $2,451 | $16,953-85.5% | $10,720-77.1% | $10,885-77.5% |