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 | $121,700 | $101,724+19.6% | $164,813-26.2% | $80,856+50.5% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 29.30% | 16.72%+12.6pp | 69.93%-40.6pp | 35.59%-6.3pp |
| Employer contribution / active EE | $2,933 | $2,953-0.7% | $4,341-32.4% | $2,755+6.5% |
| Participant deferral / active EE | $3,190 | $4,477-28.7% | $6,031-47.1% | $4,296-25.7% |
| Admin fee / account holder | $2,649 | $8,227-67.8% | $12,690-79.1% | $6,918-61.7% |