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 | $90,894 | $81,460+11.6% | $103,333-12.0% | $80,856+12.4% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 14.20% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,384 | $3,105-23.2% | $3,868-38.4% | $2,755-13.5% |
| Participant deferral / active EE | $5,332 | $3,869+37.8% | $5,057+5.4% | $4,296+24.1% |
| Admin fee / account holder | $2,367 | $6,566-63.9% | $8,355-71.7% | $6,918-65.8% |