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 | $132,683 | $95,803+38.5% | $113,168+17.2% | $84,808+56.5% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 14.81% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,789 | $2,360+60.5% | $2,975+27.3% | $2,631+44.0% |
| Participant deferral / active EE | $6,170 | $4,242+45.4% | $5,107+20.8% | $4,212+46.5% |
| Admin fee / account holder | $12,945 | $8,989+44.0% | $12,068+7.3% | $7,344+76.3% |