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 | $97,519 | $95,453+2.2% | $112,040-13.0% | $82,448+18.3% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.5%-0.7pp | 68.1%+7.7pp |
| Annual return | 39.79% | 23.92%+15.9pp | 24.52%+15.3pp | 41.64%-1.8pp |
| Employer contribution / active EE | $1,524 | $2,318-34.2% | $2,954-48.4% | $2,551-40.3% |
| Participant deferral / active EE | $4,379 | $4,224+3.7% | $5,098-14.1% | $4,139+5.8% |
| Admin fee / account holder | $8,261 | $9,013-8.3% | $12,098-31.7% | $7,234+14.2% |