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 | $87,035 | $70,475+23.5% | $100,516-13.4% | $79,858+9.0% |
| Participation rate | 76.7% | 73.7%+3.0pp | 79.4%-2.7pp | 69.6%+7.0pp |
| Annual return | 25.30% | 21.90%+3.4pp | 30.89%-5.6pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,859 | $2,165-14.1% | $3,418-45.6% | $2,471-24.7% |
| Participant deferral / active EE | $4,279 | $5,181-17.4% | $6,270-31.7% | $3,740+14.4% |
| Admin fee / account holder | $2,126 | $4,478-52.5% | $8,081-73.7% | $5,306-59.9% |