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 | $119,926 | $84,233+42.4% | $170,442-29.6% | $70,131+71.0% |
| Participation rate | 86.5% | 70.8%+15.7pp | 83.6%+2.9pp | 69.5%+16.9pp |
| Annual return | 18.54% | 23.06%-4.5pp | 205.93%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,525 | $3,387+4.1% | $5,433-35.1% | $2,342+50.5% |
| Participant deferral / active EE | $6,117 | $3,086+98.2% | $4,939+23.8% | $3,332+83.6% |
| Admin fee / account holder | $5,659 | $5,698-0.7% | $13,880-59.2% | $4,645+21.8% |