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 | $99,360 | $84,233+18.0% | $170,442-41.7% | $70,131+41.7% |
| Participation rate | 76.9% | 70.8%+6.1pp | 83.6%-6.7pp | 69.5%+7.4pp |
| Annual return | 17.07% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,977 | $3,387-41.6% | $5,433-63.6% | $2,342-15.6% |
| Participant deferral / active EE | $3,847 | $3,086+24.7% | $4,939-22.1% | $3,332+15.5% |
| Admin fee / account holder | $3,126 | $5,698-45.1% | $13,880-77.5% | $4,645-32.7% |