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 | $125,576 | $109,881+14.3% | $150,045-16.3% | $84,808+48.1% |
| Participation rate | 86.0% | 76.1%+10.0pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 18.85% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,546 | $3,561-56.6% | $4,693-67.1% | $2,631-41.2% |
| Participant deferral / active EE | $8,331 | $6,636+25.6% | $7,997+4.2% | $4,212+97.8% |
| Admin fee / account holder | $1,817 | $8,568-78.8% | $13,435-86.5% | $7,344-75.3% |