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 | $94,340 | $84,233+12.0% | $170,442-44.6% | $70,131+34.5% |
| Participation rate | 83.9% | 70.8%+13.0pp | 83.6%+0.3pp | 69.5%+14.3pp |
| Annual return | 17.76% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,066 | $3,387-39.0% | $5,433-62.0% | $2,342-11.8% |
| Participant deferral / active EE | $4,739 | $3,086+53.6% | $4,939-4.0% | $3,332+42.3% |
| Admin fee / account holder | $1,076 | $5,698-81.1% | $13,880-92.3% | $4,645-76.8% |