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 | $99,607 | $80,717+23.4% | $154,803-35.7% | $84,808+17.5% |
| Participation rate | 70.8% | 66.8%+4.0pp | 78.1%-7.2pp | 68.3%+2.5pp |
| Annual return | 15.38% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,048 | $2,761-25.8% | $4,305-52.4% | $2,631-22.2% |
| Participant deferral / active EE | $5,796 | $3,303+75.5% | $5,540+4.6% | $4,212+37.6% |
| Admin fee / account holder | $538 | $6,746-92.0% | $14,329-96.2% | $7,344-92.7% |