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 | $108,288 | $123,793-12.5% | $177,821-39.1% | $79,858+35.6% |
| Participation rate | 75.4% | 84.7%-9.2pp | 87.7%-12.3pp | 69.6%+5.8pp |
| Annual return | 19.16% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,703 | $4,095-34.0% | $5,918-54.3% | $2,471+9.4% |
| Participant deferral / active EE | $9,388 | $5,956+57.6% | $7,714+21.7% | $3,740+151.0% |
| Admin fee / account holder | $2,415 | $7,243-66.7% | $12,427-80.6% | $5,306-54.5% |