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 | $99,120 | $81,233+22.0% | $155,567-36.3% | $80,874+22.6% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.2pp |
| Annual return | 11.62% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,746 | $3,101-11.4% | $4,674-41.2% | $2,756-0.3% |
| Participant deferral / active EE | $7,513 | $3,452+117.6% | $5,628+33.5% | $4,297+74.8% |
| Admin fee / account holder | $4,706 | $7,998-41.2% | $15,916-70.4% | $6,935-32.1% |