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 | $103,286 | $86,929+18.8% | $102,423+0.8% | $80,856+27.7% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 13.69% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $7,371 | $2,369+211.1% | $3,023+143.8% | $2,755+167.6% |
| Participant deferral / active EE | $4,357 | $4,118+5.8% | $5,053-13.8% | $4,296+1.4% |
| Admin fee / account holder | $4,607 | $8,049-42.8% | $9,451-51.3% | $6,918-33.4% |