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 | $96,624 | $78,672+22.8% | $109,143-11.5% | $85,850+12.5% |
| Participation rate | 78.9% | 68.3%+10.7pp | 75.9%+3.1pp | 69.3%+9.6pp |
| Annual return | 14.43% | 25.09%-10.7pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $5,450 | $2,735+99.3% | $3,722+46.4% | $2,565+112.5% |
| Participant deferral / active EE | $1,901 | $3,467-45.2% | $4,653-59.1% | $3,952-51.9% |
| Admin fee / account holder | $3,540 | $5,469-35.3% | $6,752-47.6% | $6,260-43.5% |