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 | $123,201 | $109,413+12.6% | $156,263-21.2% | $84,808+45.3% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 17.65% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,505 | $2,907+20.6% | $4,333-19.1% | $2,631+33.2% |
| Participant deferral / active EE | $7,196 | $4,590+56.8% | $6,158+16.9% | $4,212+70.9% |
| Admin fee / account holder | $5,567 | $9,357-40.5% | $14,255-60.9% | $7,344-24.2% |