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 | $103,313 | $101,724+1.6% | $164,813-37.3% | $80,856+27.8% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.6%+28.1pp |
| Annual return | 23.15% | 16.72%+6.4pp | 69.93%-46.8pp | 35.59%-12.4pp |
| Employer contribution / active EE | $2,340 | $2,953-20.8% | $4,341-46.1% | $2,755-15.0% |
| Participant deferral / active EE | $3,754 | $4,477-16.2% | $6,031-37.8% | $4,296-12.6% |
| Admin fee / account holder | $4,092 | $8,227-50.3% | $12,690-67.8% | $6,918-40.9% |