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 | $118,916 | $125,758-5.4% | $169,993-30.0% | $75,163+58.2% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 14.58% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,068 | $4,615-55.2% | $6,785-69.5% | $2,670-22.5% |
| Participant deferral / active EE | $6,028 | $6,837-11.8% | $10,408-42.1% | $4,125+46.1% |
| Admin fee / account holder | $4,206 | $8,173-48.5% | $12,815-67.2% | $5,651-25.6% |