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 | $107,855 | $106,749+1.0% | $145,433-25.8% | $82,448+30.8% |
| Participation rate | 79.6% | 75.6%+3.9pp | 82.1%-2.5pp | 68.1%+11.5pp |
| Annual return | 16.37% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $6,499 | $3,444+88.7% | $4,554+42.7% | $2,551+154.8% |
| Participant deferral / active EE | $13,924 | $6,519+113.6% | $7,897+76.3% | $4,139+236.4% |
| Admin fee / account holder | $11,246 | $8,390+34.0% | $13,129-14.3% | $7,234+55.5% |