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 | $109,826 | $81,248+35.2% | $155,509-29.4% | $80,856+35.8% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 13.04% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $8,163 | $3,100+163.3% | $4,672+74.7% | $2,755+196.3% |
| Participant deferral / active EE | $3,109 | $3,452-9.9% | $5,626-44.7% | $4,296-27.6% |
| Admin fee / account holder | $8,617 | $7,997+7.8% | $15,912-45.8% | $6,918+24.6% |