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 | $94,219 | $108,825-13.4% | $156,181-39.7% | $82,448+14.3% |
| Participation rate | 93.1% | 72.4%+20.7pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 13.89% | 20.59%-6.7pp | 64.87%-51.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,426 | $2,870-15.5% | $4,294-43.5% | $2,551-4.9% |
| Participant deferral / active EE | $5,111 | $4,577+11.7% | $6,132-16.6% | $4,139+23.5% |
| Admin fee / account holder | $3,659 | $9,341-60.8% | $14,586-74.9% | $7,234-49.4% |