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 | $140,878 | $95,803+47.0% | $113,168+24.5% | $84,808+66.1% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 15.97% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,600 | $2,360+10.2% | $2,975-12.6% | $2,631-1.2% |
| Participant deferral / active EE | $5,102 | $4,242+20.3% | $5,107-0.1% | $4,212+21.1% |
| Admin fee / account holder | $7,496 | $8,989-16.6% | $12,068-37.9% | $7,344+2.1% |