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 | $84,431 | $70,475+19.8% | $100,516-16.0% | $79,858+5.7% |
| Participation rate | 84.2% | 73.7%+10.6pp | 79.4%+4.8pp | 69.6%+14.6pp |
| Annual return | 19.42% | 21.90%-2.5pp | 30.89%-11.5pp | 31.71%-12.3pp |
| Employer contribution / active EE | $8,483 | $2,165+291.9% | $3,418+148.2% | $2,471+243.3% |
| Participant deferral / active EE | $12,189 | $5,181+135.3% | $6,270+94.4% | $3,740+225.9% |
| Admin fee / account holder | $4,397 | $4,478-1.8% | $8,081-45.6% | $5,306-17.1% |