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 | $122,839 | $101,724+20.8% | $164,813-25.5% | $80,856+51.9% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.6%+10.4pp |
| Annual return | 11.27% | 16.72%-5.4pp | 69.93%-58.7pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,162 | $2,953-26.8% | $4,341-50.2% | $2,755-21.5% |
| Participant deferral / active EE | $3,770 | $4,477-15.8% | $6,031-37.5% | $4,296-12.2% |
| Admin fee / account holder | $34,566 | $8,227+320.1% | $12,690+172.4% | $6,918+399.7% |