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 | $111,122 | $89,753+23.8% | $107,525+3.3% | $84,808+31.0% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 12.98% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,629 | $3,113+16.6% | $3,754-3.3% | $2,631+37.9% |
| Participant deferral / active EE | $6,712 | $4,056+65.5% | $5,116+31.2% | $4,212+59.4% |
| Admin fee / account holder | $4,702 | $7,222-34.9% | $8,919-47.3% | $7,344-36.0% |