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 | $121,901 | $109,413+11.4% | $156,263-22.0% | $84,808+43.7% |
| Participation rate | 90.2% | 72.7%+17.5pp | 78.9%+11.3pp | 68.3%+21.9pp |
| Annual return | 15.05% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,563 | $2,907-11.8% | $4,333-40.8% | $2,631-2.6% |
| Participant deferral / active EE | $2,748 | $4,590-40.1% | $6,158-55.4% | $4,212-34.8% |
| Admin fee / account holder | $11,657 | $9,357+24.6% | $14,255-18.2% | $7,344+58.7% |