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 | $125,598 | $106,749+17.7% | $145,433-13.6% | $82,448+52.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 24.47% | 27.59%-3.1pp | 66.58%-42.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $4,076 | $3,444+18.3% | $4,554-10.5% | $2,551+59.8% |
| Participant deferral / active EE | $6,682 | $6,519+2.5% | $7,897-15.4% | $4,139+61.4% |
| Admin fee / account holder | $1,767 | $8,390-78.9% | $13,129-86.5% | $7,234-75.6% |