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 | $76,326 | $93,571-18.4% | $135,903-43.8% | $75,163+1.5% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 22.70% | 30.90%-8.2pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $5,876 | $3,537+66.2% | $4,856+21.0% | $2,670+120.1% |
| Participant deferral / active EE | $8,272 | $6,404+29.2% | $7,758+6.6% | $4,125+100.5% |
| Admin fee / account holder | $5,623 | $6,975-19.4% | $10,762-47.8% | $5,651-0.5% |