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 | $119,464 | $146,267-18.3% | $197,124-39.4% | $82,448+44.9% |
| Participation rate | 94.0% | 84.0%+10.0pp | 86.7%+7.3pp | 68.1%+25.9pp |
| Annual return | 22.38% | 29.61%-7.2pp | 44.34%-22.0pp | 41.64%-19.3pp |
| Employer contribution / active EE | $8,337 | $4,723+76.5% | $6,227+33.9% | $2,551+226.8% |
| Participant deferral / active EE | $11,614 | $7,035+65.1% | $9,135+27.1% | $4,139+180.6% |
| Admin fee / account holder | $1,744 | $14,422-87.9% | $16,298-89.3% | $7,234-75.9% |