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 | $124,674 | $99,341+25.5% | $84,750+47.1% | $273,961-54.5% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 12.41% | 22.93%-10.5pp | 22.78%-10.4pp | 41.45%-29.0pp |
| Employer contribution / active EE | $7,190 | $4,214+70.6% | $3,574+101.2% | $4,869+47.7% |
| Participant deferral / active EE | $6,677 | $4,269+56.4% | $3,712+79.9% | $5,287+26.3% |
| Admin fee / account holder | $3,587 | $6,644-46.0% | $5,332-32.7% | $10,132-64.6% |