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 | $112,698 | $93,071+21.1% | $74,583+51.1% | $273,961-58.9% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 12.34% | 26.18%-13.8pp | 20.47%-8.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $6,585 | $3,160+108.4% | $2,525+160.8% | $4,869+35.3% |
| Participant deferral / active EE | $7,560 | $4,160+81.7% | $3,458+118.6% | $5,287+43.0% |
| Admin fee / account holder | $1,416 | $5,272-73.1% | $4,138-65.8% | $10,132-86.0% |