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 | $115,587 | $76,407+51.3% | $150,298-23.1% | $82,448+40.2% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.3pp | 68.1%+28.9pp |
| Annual return | 17.05% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,494 | $2,614-4.6% | $4,154-40.0% | $2,551-2.2% |
| Participant deferral / active EE | $6,926 | $3,214+115.5% | $5,453+27.0% | $4,139+67.3% |
| Admin fee / account holder | $5,178 | $6,352-18.5% | $14,116-63.3% | $7,234-28.4% |