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 | $110,818 | $80,717+37.3% | $154,803-28.4% | $84,808+30.7% |
| Participation rate | 90.7% | 66.8%+23.9pp | 78.1%+12.6pp | 68.3%+22.4pp |
| Annual return | 18.19% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,570 | $2,761-6.9% | $4,305-40.3% | $2,631-2.3% |
| Participant deferral / active EE | $6,818 | $3,303+106.4% | $5,540+23.1% | $4,212+61.9% |
| Admin fee / account holder | $2,082 | $6,746-69.1% | $14,329-85.5% | $7,344-71.6% |