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 | $99,687 | $93,071+7.1% | $74,583+33.7% | $273,961-63.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 6.49% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $5,475 | $3,160+73.3% | $2,525+116.8% | $4,869+12.4% |
| Participant deferral / active EE | $13,055 | $4,160+213.8% | $3,458+277.5% | $5,287+146.9% |
| Admin fee / account holder | $15,970 | $5,272+202.9% | $4,138+286.0% | $10,132+57.6% |