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 | $128,402 | $109,881+16.9% | $150,045-14.4% | $84,808+51.4% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 16.63% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,545 | $3,561-0.5% | $4,693-24.5% | $2,631+34.7% |
| Participant deferral / active EE | $6,862 | $6,636+3.4% | $7,997-14.2% | $4,212+62.9% |
| Admin fee / account holder | $1,475 | $8,568-82.8% | $13,435-89.0% | $7,344-79.9% |