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 | $98,513 | $86,929+13.3% | $102,423-3.8% | $80,856+21.8% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 13.77% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,851 | $2,369+20.3% | $3,023-5.7% | $2,755+3.5% |
| Participant deferral / active EE | $6,195 | $4,118+50.4% | $5,053+22.6% | $4,296+44.2% |
| Admin fee / account holder | $16,474 | $8,049+104.7% | $9,451+74.3% | $6,918+138.1% |