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 | $95,655 | $80,673+18.6% | $101,326-5.6% | $84,808+12.8% |
| Participation rate | 78.3% | 77.8%+0.5pp | 81.5%-3.2pp | 68.3%+9.9pp |
| Annual return | 14.91% | 38.95%-24.0pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,570 | $2,698-4.7% | $3,665-29.9% | $2,631-2.3% |
| Participant deferral / active EE | $6,638 | $6,840-3.0% | $7,994-17.0% | $4,212+57.6% |
| Admin fee / account holder | $7,903 | $12,784-38.2% | $11,185-29.3% | $7,344+7.6% |