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 | $176,296 | $103,376+70.5% | $87,100+102.4% | $152,861+15.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 28.74% | 28.10%+0.6pp | 28.19%+0.5pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,107 | $3,220-65.6% | $2,521-56.1% | $4,762-76.8% |
| Participant deferral / active EE | $6,910 | $4,778+44.6% | $4,049+70.7% | $5,850+18.1% |
| Admin fee / account holder | $3,729 | $12,205-69.4% | $7,497-50.3% | $11,596-67.8% |