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 | $99,175 | $80,673+22.9% | $101,326-2.1% | $84,808+16.9% |
| Participation rate | 87.1% | 77.8%+9.3pp | 81.5%+5.6pp | 68.3%+18.8pp |
| Annual return | 29.25% | 38.95%-9.7pp | 36.82%-7.6pp | 40.90%-11.7pp |
| Employer contribution / active EE | $3,588 | $2,698+33.0% | $3,665-2.1% | $2,631+36.4% |
| Participant deferral / active EE | $5,617 | $6,840-17.9% | $7,994-29.7% | $4,212+33.4% |
| Admin fee / account holder | $1,605 | $12,784-87.4% | $11,185-85.7% | $7,344-78.2% |