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 | $96,715 | $116,175-16.8% | $93,606+3.3% | $152,861-36.7% |
| Participation rate | 92.3% | 78.0%+14.3pp | 75.8%+16.5pp | 82.4%+9.9pp |
| Annual return | 33.43% | 35.96%-2.5pp | 32.76%+0.7pp | 345.32%-311.9pp |
| Employer contribution / active EE | $2,681 | $3,218-16.7% | $2,718-1.4% | $4,762-43.7% |
| Participant deferral / active EE | $14,632 | $4,603+217.9% | $4,069+259.6% | $5,850+150.1% |
| Admin fee / account holder | $4,117 | $10,748-61.7% | $7,888-47.8% | $11,596-64.5% |