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 | $118,429 | $98,750+19.9% | $149,696-20.9% | $79,858+48.3% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.5%-6.8pp | 69.6%+6.0pp |
| Annual return | 18.00% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,282 | $3,216-60.2% | $4,644-72.4% | $2,471-48.1% |
| Participant deferral / active EE | $6,999 | $5,680+23.2% | $6,842+2.3% | $3,740+87.1% |
| Admin fee / account holder | $2,757 | $6,053-54.4% | $9,309-70.4% | $5,306-48.0% |