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 | $111,288 | $95,803+16.2% | $113,168-1.7% | $84,808+31.2% |
| Participation rate | 96.4% | 72.9%+23.5pp | 76.6%+19.8pp | 68.3%+28.1pp |
| Annual return | 14.89% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,909 | $2,360+23.3% | $2,975-2.2% | $2,631+10.6% |
| Participant deferral / active EE | $2,289 | $4,242-46.0% | $5,107-55.2% | $4,212-45.7% |
| Admin fee / account holder | $2,376 | $8,989-73.6% | $12,068-80.3% | $7,344-67.6% |