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 | $113,616 | $91,190+24.6% | $178,490-36.3% | $79,858+42.3% |
| Participation rate | 77.3% | 69.2%+8.1pp | 81.9%-4.7pp | 69.6%+7.6pp |
| Annual return | 20.10% | 24.19%-4.1pp | 151.07%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,007 | $3,256-38.4% | $5,011-59.9% | $2,471-18.8% |
| Participant deferral / active EE | $2,512 | $3,236-22.4% | $5,202-51.7% | $3,740-32.8% |
| Admin fee / account holder | $5,173 | $6,751-23.4% | $13,984-63.0% | $5,306-2.5% |