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 | $97,119 | $64,707+50.1% | $112,228-13.5% | $68,494+41.8% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | 2.56% | -11.40%+14.0pp | 27.45%-24.9pp | -7.84%+10.4pp |
| Employer contribution / active EE | $5,033 | $2,746+83.3% | $3,635+38.5% | $2,596+93.9% |
| Participant deferral / active EE | $4,766 | $3,565+33.7% | $4,728+0.8% | $4,027+18.3% |
| Admin fee / account holder | $12,951 | $5,232+147.5% | $6,410+102.0% | $5,403+139.7% |