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 | $89,544 | $81,460+9.9% | $103,333-13.3% | $80,856+10.7% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 14.27% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,735 | $3,105-44.1% | $3,868-55.1% | $2,755-37.0% |
| Participant deferral / active EE | $4,008 | $3,869+3.6% | $5,057-20.8% | $4,296-6.7% |
| Admin fee / account holder | $3,242 | $6,566-50.6% | $8,355-61.2% | $6,918-53.1% |