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 | $103,636 | $81,460+27.2% | $103,333+0.3% | $80,856+28.2% |
| Participation rate | 89.2% | 66.8%+22.3pp | 74.5%+14.7pp | 67.6%+21.6pp |
| Annual return | 14.09% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,535 | $3,105-18.4% | $3,868-34.5% | $2,755-8.0% |
| Participant deferral / active EE | $6,544 | $3,869+69.1% | $5,057+29.4% | $4,296+52.3% |
| Admin fee / account holder | $2,277 | $6,566-65.3% | $8,355-72.7% | $6,918-67.1% |