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 | $106,317 | $80,717+31.7% | $154,803-31.3% | $84,808+25.4% |
| Participation rate | 79.4% | 66.8%+12.6pp | 78.1%+1.3pp | 68.3%+11.1pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,605 | $2,761+30.6% | $4,305-16.3% | $2,631+37.0% |
| Participant deferral / active EE | $9,824 | $3,303+197.4% | $5,540+77.3% | $4,212+133.3% |
| Admin fee / account holder | $15,554 | $6,746+130.6% | $14,329+8.5% | $7,344+111.8% |