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 | $144,581 | $109,413+32.1% | $156,263-7.5% | $84,808+70.5% |
| Participation rate | 96.8% | 72.7%+24.1pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 19.01% | 20.18%-1.2pp | 59.47%-40.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $12,903 | $2,907+343.9% | $4,333+197.8% | $2,631+390.4% |
| Participant deferral / active EE | $4,783 | $4,590+4.2% | $6,158-22.3% | $4,212+13.6% |
| Admin fee / account holder | $652 | $9,357-93.0% | $14,255-95.4% | $7,344-91.1% |