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 | $114,537 | $80,717+41.9% | $154,803-26.0% | $84,808+35.1% |
| Participation rate | 88.1% | 66.8%+21.3pp | 78.1%+10.1pp | 68.3%+19.8pp |
| Annual return | 15.38% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,548 | $2,761-7.7% | $4,305-40.8% | $2,631-3.2% |
| Participant deferral / active EE | $5,719 | $3,303+73.1% | $5,540+3.2% | $4,212+35.8% |
| Admin fee / account holder | $6,350 | $6,746-5.9% | $14,329-55.7% | $7,344-13.5% |