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 | $118,606 | $89,753+32.1% | $107,525+10.3% | $84,808+39.9% |
| Participation rate | 73.8% | 68.1%+5.7pp | 75.1%-1.3pp | 68.3%+5.5pp |
| Annual return | 18.75% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,470 | $3,113-20.7% | $3,754-34.2% | $2,631-6.1% |
| Participant deferral / active EE | $7,095 | $4,056+74.9% | $5,116+38.7% | $4,212+68.5% |
| Admin fee / account holder | $3,214 | $7,222-55.5% | $8,919-64.0% | $7,344-56.2% |