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 | $80,408 | $70,475+14.1% | $100,516-20.0% | $79,858+0.7% |
| Participation rate | 80.0% | 73.7%+6.3pp | 79.4%+0.6pp | 69.6%+10.4pp |
| Annual return | 13.64% | 21.90%-8.3pp | 30.89%-17.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,453 | $2,165+59.5% | $3,418+1.0% | $2,471+39.8% |
| Participant deferral / active EE | $4,543 | $5,181-12.3% | $6,270-27.5% | $3,740+21.5% |
| Admin fee / account holder | $1,956 | $4,478-56.3% | $8,081-75.8% | $5,306-63.1% |