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 | $130,937 | $106,355+23.1% | $237,244-44.8% | $116,875+12.0% |
| Participation rate | 70.0% | 71.9%-1.9pp | 80.3%-10.3pp | 74.5%-4.5pp |
| Annual return | 16.53% | 17.03%-0.5pp | 4131.29%-4114.8pp | 16.29%+0.2pp |
| Employer contribution / active EE | $747 | $1,595-53.2% | $4,351-82.8% | $3,288-77.3% |
| Participant deferral / active EE | $6,967 | $3,396+105.2% | $4,056+71.8% | $3,885+79.3% |
| Admin fee / account holder | $4,619 | $11,423-59.6% | $18,030-74.4% | $12,263-62.3% |