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 | $112,039 | $85,766+30.6% | $136,294-17.8% | $70,131+59.8% |
| Participation rate | 78.8% | 74.2%+4.6pp | 81.9%-3.1pp | 69.5%+9.2pp |
| Annual return | 17.44% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,373 | $2,966-53.7% | $4,695-70.8% | $2,342-41.4% |
| Participant deferral / active EE | $7,981 | $5,051+58.0% | $6,247+27.7% | $3,332+139.5% |
| Admin fee / account holder | $6,881 | $5,420+26.9% | $9,243-25.6% | $4,645+48.1% |