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 | $81,097 | $118,450-31.5% | $98,439-17.6% | $139,434-41.8% |
| Participation rate | 95.7% | 77.4%+18.2pp | 75.2%+20.5pp | 80.3%+15.3pp |
| Annual return | 13.65% | 18.94%-5.3pp | 21.16%-7.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $755 | $3,609-79.1% | $3,048-75.2% | $4,751-84.1% |
| Participant deferral / active EE | $5,731 | $5,392+6.3% | $4,738+21.0% | $6,710-14.6% |
| Admin fee / account holder | $6,954 | $14,026-50.4% | $8,948-22.3% | $11,403-39.0% |