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 | $83,999 | $54,762+53.4% | $90,281-7.0% | $72,985+15.1% |
| Participation rate | 77.8% | 65.1%+12.6pp | 73.3%+4.5pp | 69.5%+8.3pp |
| Annual return | 25.29% | 30.63%-5.3pp | 78.10%-52.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,950 | $2,092+88.7% | $2,854+38.4% | $2,440+61.9% |
| Participant deferral / active EE | $3,462 | $2,887+19.9% | $3,885-10.9% | $3,607-4.0% |
| Admin fee / account holder | $7,715 | $3,972+94.2% | $5,351+44.2% | $5,124+50.5% |