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 | $116,932 | $89,753+30.3% | $107,525+8.7% | $84,808+37.9% |
| Participation rate | 86.8% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.5pp |
| Annual return | 16.53% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,425 | $3,113-22.1% | $3,754-35.4% | $2,631-7.8% |
| Participant deferral / active EE | $3,330 | $4,056-17.9% | $5,116-34.9% | $4,212-20.9% |
| Admin fee / account holder | $8,019 | $7,222+11.0% | $8,919-10.1% | $7,344+9.2% |