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 | $114,027 | $101,724+12.1% | $164,813-30.8% | $80,856+41.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 28.72% | 16.72%+12.0pp | 69.93%-41.2pp | 35.59%-6.9pp |
| Employer contribution / active EE | $3,657 | $2,953+23.8% | $4,341-15.7% | $2,755+32.8% |
| Participant deferral / active EE | $4,580 | $4,477+2.3% | $6,031-24.1% | $4,296+6.6% |
| Admin fee / account holder | $1,553 | $8,227-81.1% | $12,690-87.8% | $6,918-77.5% |