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 | $124,089 | $108,825+14.0% | $156,181-20.5% | $82,448+50.5% |
| Participation rate | 84.8% | 72.4%+12.5pp | 78.8%+6.0pp | 68.1%+16.8pp |
| Annual return | 13.70% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,198 | $2,870-58.3% | $4,294-72.1% | $2,551-53.0% |
| Participant deferral / active EE | $4,814 | $4,577+5.2% | $6,132-21.5% | $4,139+16.3% |
| Admin fee / account holder | $5,187 | $9,341-44.5% | $14,586-64.4% | $7,234-28.3% |