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 | $104,082 | $89,753+16.0% | $107,525-3.2% | $84,808+22.7% |
| Participation rate | 85.0% | 68.1%+16.9pp | 75.1%+9.9pp | 68.3%+16.7pp |
| Annual return | 19.46% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,705 | $3,113+51.1% | $3,754+25.3% | $2,631+78.8% |
| Participant deferral / active EE | $5,372 | $4,056+32.5% | $5,116+5.0% | $4,212+27.6% |
| Admin fee / account holder | $17,954 | $7,222+148.6% | $8,919+101.3% | $7,344+144.5% |