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 | $98,491 | $84,233+16.9% | $170,442-42.2% | $70,131+40.4% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 17.19% | 23.06%-5.9pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,724 | $3,387-49.1% | $5,433-68.3% | $2,342-26.4% |
| Participant deferral / active EE | $3,673 | $3,086+19.0% | $4,939-25.6% | $3,332+10.2% |
| Admin fee / account holder | $2,918 | $5,698-48.8% | $13,880-79.0% | $4,645-37.2% |