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 6-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 | $113,398 | $109,413+3.6% | $156,263-27.4% | $84,808+33.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.63% | 20.18%-2.6pp | 59.47%-41.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $8,035 | $2,907+176.4% | $4,333+85.4% | $2,631+205.4% |
| Participant deferral / active EE | $4,771 | $4,590+3.9% | $6,158-22.5% | $4,212+13.3% |
| Admin fee / account holder | $3,016 | $9,357-67.8% | $14,255-78.8% | $7,344-58.9% |