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 | $110,829 | $93,571+18.4% | $135,903-18.4% | $75,163+47.5% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 23.03% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,711 | $3,537-23.4% | $4,856-44.2% | $2,670+1.5% |
| Participant deferral / active EE | $7,003 | $6,404+9.4% | $7,758-9.7% | $4,125+69.8% |
| Admin fee / account holder | $832 | $6,975-88.1% | $10,762-92.3% | $5,651-85.3% |