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 | $99,692 | $86,929+14.7% | $102,423-2.7% | $80,856+23.3% |
| Participation rate | 78.3% | 72.4%+5.9pp | 76.5%+1.8pp | 67.6%+10.6pp |
| Annual return | 39.89% | 18.88%+21.0pp | 29.32%+10.6pp | 35.59%+4.3pp |
| Employer contribution / active EE | $2,785 | $2,369+17.5% | $3,023-7.9% | $2,755+1.1% |
| Participant deferral / active EE | $5,198 | $4,118+26.2% | $5,053+2.9% | $4,296+21.0% |
| Admin fee / account holder | $1,383 | $8,049-82.8% | $9,451-85.4% | $6,918-80.0% |