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 | $99,998 | $109,881-9.0% | $150,045-33.4% | $84,808+17.9% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 19.71% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,710 | $3,561+32.2% | $4,693+0.4% | $2,631+79.0% |
| Participant deferral / active EE | $11,390 | $6,636+71.6% | $7,997+42.4% | $4,212+170.5% |
| Admin fee / account holder | $3,855 | $8,568-55.0% | $13,435-71.3% | $7,344-47.5% |