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 | $116,829 | $138,347-15.6% | $184,203-36.6% | $80,856+44.5% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 25.13% | 20.02%+5.1pp | 28.81%-3.7pp | 35.59%-10.5pp |
| Employer contribution / active EE | $4,945 | $4,850+1.9% | $6,427-23.1% | $2,755+79.5% |
| Participant deferral / active EE | $12,369 | $7,071+74.9% | $9,131+35.5% | $4,296+187.9% |
| Admin fee / account holder | $26,695 | $10,483+154.6% | $13,901+92.0% | $6,918+285.9% |